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 | $40,830 | $58,927-30.7% | $76,817-46.8% | $72,985-44.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 16.66% | 2305.64%-2289.0pp | 1166.11%-1149.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,744 | $1,787-2.4% | $2,302-24.2% | $2,440-28.5% |
| Participant deferral / active EE | $3,933 | $2,690+46.2% | $3,336+17.9% | $3,607+9.0% |
| Admin fee / account holder | $9,788 | $4,013+143.9% | $6,420+52.5% | $5,124+91.0% |