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 | $31,697 | $95,971-67.0% | $74,550-57.5% | $135,375-76.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 10.85% | 56.96%-46.1pp | 32.53%-21.7pp | 519.73%-508.9pp |
| Employer contribution / active EE | $2,298 | $2,716-15.4% | $1,961+17.2% | $4,779-51.9% |
| Participant deferral / active EE | $2,546 | $3,843-33.8% | $3,108-18.1% | $5,609-54.6% |
| Admin fee / account holder | $479 | $6,522-92.6% | $5,060-90.5% | $10,827-95.6% |