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 | $20,270 | $90,503-77.6% | $78,689-74.2% | $273,961-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 21.55% | 75.60%-54.1pp | 62.18%-40.6pp | 41.45%-19.9pp |
| Employer contribution / active EE | $2,591 | $3,176-18.4% | $2,851-9.1% | $4,869-46.8% |
| Participant deferral / active EE | $2,634 | $3,901-32.5% | $3,517-25.1% | $5,287-50.2% |
| Admin fee / account holder | $12,757 | $5,263+142.4% | $4,510+182.8% | $10,132+25.9% |