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 | $25,925 | $74,888-65.4% | $71,209-63.6% | $142,382-81.8% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 13.61% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,746 | $2,854-3.8% | $2,721+0.9% | $4,299-36.1% |
| Participant deferral / active EE | $3,549 | $4,454-20.3% | $4,175-15.0% | $6,507-45.5% |
| Admin fee / account holder | $10,365 | $5,568+86.1% | $5,349+93.8% | $12,624-17.9% |