See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,323 | $176,812-69.3% | $146,665-63.0% | $167,490-67.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.80% | 24.03%-8.2pp | 22.74%-6.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,626 | $5,160-49.1% | $4,136-36.5% | $4,837-45.7% |
| Participant deferral / active EE | $6,851 | $6,440+6.4% | $5,506+24.4% | $6,341+8.0% |
| Admin fee / account holder | $4,871 | $13,259-63.3% | $10,280-52.6% | $12,309-60.4% |