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 | $22,624 | $83,337-72.9% | $67,834-66.6% | $273,961-91.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 18.76% | 259.45%-240.7pp | 138.47%-119.7pp | 41.45%-22.7pp |
| Employer contribution / active EE | $2,433 | $3,287-26.0% | $2,403+1.2% | $4,869-50.0% |
| Participant deferral / active EE | $3,923 | $4,088-4.0% | $3,160+24.2% | $5,287-25.8% |
| Admin fee / account holder | $550 | $6,752-91.9% | $4,622-88.1% | $10,132-94.6% |