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 | $34,090 | $74,888-54.5% | $71,209-52.1% | $142,382-76.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.70% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $458 | $2,854-84.0% | $2,721-83.2% | $4,299-89.3% |
| Participant deferral / active EE | $2,764 | $4,454-38.0% | $4,175-33.8% | $6,507-57.5% |
| Admin fee / account holder | $15,687 | $5,568+181.7% | $5,349+193.3% | $12,624+24.3% |