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 | $53,540 | $105,859-49.4% | $90,160-40.6% | $147,584-63.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.97% | 37.63%-18.7pp | 34.88%-15.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,073 | $4,126-49.8% | $3,318-37.5% | $4,876-57.5% |
| Participant deferral / active EE | $5,918 | $5,733+3.2% | $5,288+11.9% | $5,439+8.8% |
| Admin fee / account holder | $980 | $8,046-87.8% | $5,943-83.5% | $10,885-91.0% |