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 | $63,475 | $105,859-40.0% | $90,160-29.6% | $147,584-57.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.02% | 37.63%-19.6pp | 34.88%-16.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,998 | $4,126-3.1% | $3,318+20.5% | $4,876-18.0% |
| Participant deferral / active EE | $3,055 | $5,733-46.7% | $5,288-42.2% | $5,439-43.8% |
| Admin fee / account holder | $1,107 | $8,046-86.2% | $5,943-81.4% | $10,885-89.8% |