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 | $55,465 | $99,918-44.5% | $81,382-31.8% | $145,922-62.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,453 | $2,978-51.2% | $2,463-41.0% | $4,660-68.8% |
| Participant deferral / active EE | $3,589 | $4,605-22.1% | $3,883-7.6% | $6,688-46.3% |
| Admin fee / account holder | $13,373 | $8,212+62.8% | $5,768+131.8% | $13,397-0.2% |