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 | $62,754 | $102,616-38.8% | $81,983-23.5% | $158,922-60.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.71% | 61.04%-44.3pp | 41.31%-24.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,758 | $3,240-14.9% | $2,498+10.4% | $4,761-42.1% |
| Participant deferral / active EE | $5,358 | $4,648+15.3% | $3,722+44.0% | $5,982-10.4% |
| Admin fee / account holder | $302 | $8,235-96.3% | $5,664-94.7% | $11,246-97.3% |