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 | $69,437 | $104,251-33.4% | $91,001-23.7% | $147,584-53.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.32% | 27.06%-11.7pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $7,573 | $3,116+143.1% | $2,456+208.4% | $4,876+55.3% |
| Participant deferral / active EE | $5,579 | $4,195+33.0% | $3,547+57.3% | $5,439+2.6% |
| Admin fee / account holder | $313 | $8,948-96.5% | $5,417-94.2% | $10,885-97.1% |