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 | $24,780 | $40,256-38.4% | $57,343-56.8% | $59,632-58.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.18% | 27.49%-28.7pp | 24.39%-25.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,641 | $1,922+89.4% | $2,689+35.4% | $2,203+65.3% |
| Participant deferral / active EE | $4,350 | $2,399+81.3% | $3,162+37.5% | $3,192+36.3% |
| Admin fee / account holder | $1,119 | $2,818-60.3% | $3,356-66.6% | $4,297-74.0% |