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 | $54,153 | $118,427-54.3% | $66,042-18.0% | $142,382-62.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 9.85% | 35.57%-25.7pp | 52.11%-42.3pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,491 | $2,570-3.0% | $1,579+57.8% | $4,299-42.0% |
| Participant deferral / active EE | $3,508 | $4,311-18.6% | $2,835+23.7% | $6,507-46.1% |
| Admin fee / account holder | $1,537 | $9,593-84.0% | $5,747-73.3% | $12,624-87.8% |