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 | $20,478 | $56,053-63.5% | $75,972-73.0% | $80,856-74.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 22.71% | 20.53%+2.2pp | 359.55%-336.8pp | 35.59%-12.9pp |
| Employer contribution / active EE | $3,781 | $1,874+101.7% | $2,685+40.8% | $2,755+37.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,409 | $5,234+22.5% | $6,467-0.9% | $6,918-7.4% |