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 | $33,088 | $99,877-66.9% | $84,966-61.1% | $145,922-77.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.95% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,912 | $3,231-9.9% | $2,727+6.8% | $4,660-37.5% |
| Participant deferral / active EE | $3,826 | $5,291-27.7% | $4,519-15.3% | $6,688-42.8% |
| Admin fee / account holder | $10,147 | $7,248+40.0% | $6,149+65.0% | $13,397-24.3% |