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 | $32,963 | $96,484-65.8% | $75,886-56.6% | $152,861-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.83% | 33.98%-16.2pp | 30.76%-12.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,333 | $3,309+0.7% | $2,500+33.3% | $4,762-30.0% |
| Participant deferral / active EE | $1,666 | $4,553-63.4% | $3,603-53.8% | $5,850-71.5% |
| Admin fee / account holder | $753 | $8,078-90.7% | $5,418-86.1% | $11,596-93.5% |