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 | $27,079 | $96,305-71.9% | $80,569-66.4% | $139,434-80.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.82% | 1350.08%-1335.3pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,282 | $3,262-30.0% | $2,723-16.2% | $4,751-52.0% |
| Participant deferral / active EE | $3,322 | $5,232-36.5% | $4,447-25.3% | $6,710-50.5% |
| Admin fee / account holder | $5,495 | $6,599-16.7% | $5,377+2.2% | $11,403-51.8% |