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 | $25,285 | $63,346-60.1% | $92,233-72.6% | $70,131-63.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.49% | 530.12%-506.6pp | 176.28%-152.8pp | 73.14%-49.7pp |
| Employer contribution / active EE | $2,474 | $2,471+0.1% | $3,679-32.8% | $2,342+5.6% |
| Participant deferral / active EE | $2,278 | $2,854-20.2% | $3,897-41.5% | $3,332-31.6% |
| Admin fee / account holder | $955 | $3,840-75.1% | $5,194-81.6% | $4,645-79.4% |