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 | $30,105 | $70,756-57.5% | $65,493-54.0% | $142,382-78.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.38% | 1754.89%-1743.5pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,409 | $2,881-16.4% | $2,574-6.4% | $4,299-44.0% |
| Participant deferral / active EE | $3,125 | $4,637-32.6% | $3,961-21.1% | $6,507-52.0% |
| Admin fee / account holder | $874 | $6,559-86.7% | $5,028-82.6% | $12,624-93.1% |