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 | $29,838 | $96,484-69.1% | $75,886-60.7% | $152,861-80.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.14% | 33.98%-12.8pp | 30.76%-9.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,362 | $3,309-58.8% | $2,500-45.5% | $4,762-71.4% |
| Participant deferral / active EE | $4,682 | $4,553+2.8% | $3,603+30.0% | $5,850-20.0% |
| Admin fee / account holder | $1,919 | $8,078-76.2% | $5,418-64.6% | $11,596-83.5% |