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 | $44,087 | $124,281-64.5% | $109,143-59.6% | $167,490-73.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.96% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $5,211 | $4,207+23.9% | $3,722+40.0% | $4,837+7.7% |
| Participant deferral / active EE | $7,868 | $5,255+49.7% | $4,653+69.1% | $6,341+24.1% |
| Admin fee / account holder | $728 | $7,970-90.9% | $6,752-89.2% | $12,309-94.1% |