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 | $68,097-55.8% | $62,929-52.2% | $137,256-78.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.38% | 1859.11%-1847.7pp | 1063.93%-1052.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,409 | $2,811-14.3% | $2,505-3.8% | $4,156-42.0% |
| Participant deferral / active EE | $3,125 | $4,553-31.3% | $3,888-19.6% | $6,407-51.2% |
| Admin fee / account holder | $874 | $6,521-86.6% | $5,065-82.8% | $12,270-92.9% |