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 | $25,035 | $105,859-76.4% | $90,160-72.2% | $147,584-83.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.11% | 37.63%-16.5pp | 34.88%-13.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,551 | $4,126-62.4% | $3,318-53.3% | $4,876-68.2% |
| Participant deferral / active EE | $10,349 | $5,733+80.5% | $5,288+95.7% | $5,439+90.3% |
| Admin fee / account holder | $1,086 | $8,046-86.5% | $5,943-81.7% | $10,885-90.0% |