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 | $53,261 | $110,257-51.7% | $96,544-44.8% | $139,434-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.80% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,660 | $3,620-26.5% | $2,965-10.3% | $4,751-44.0% |
| Participant deferral / active EE | $9,916 | $5,548+78.7% | $4,851+104.4% | $6,710+47.8% |
| Admin fee / account holder | $36,484 | $11,591+214.8% | $8,252+342.1% | $11,403+220.0% |