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 | $52,378 | $74,888-30.1% | $71,209-26.4% | $142,382-63.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.77% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $5,626 | $2,854+97.1% | $2,721+106.8% | $4,299+30.9% |
| Participant deferral / active EE | $10,236 | $4,454+129.8% | $4,175+145.2% | $6,507+57.3% |
| Admin fee / account holder | $1,370 | $5,568-75.4% | $5,349-74.4% | $12,624-89.2% |