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 7-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 | $11,779 | $40,256-70.7% | $57,343-79.5% | $59,632-80.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 10.43% | 27.49%-17.1pp | 24.39%-14.0pp | 2041.28%-2030.9pp |
| Employer contribution / active EE | $2,663 | $1,922+38.6% | $2,689-1.0% | $2,203+20.9% |
| Participant deferral / active EE | $1,972 | $2,399-17.8% | $3,162-37.7% | $3,192-38.2% |
| Admin fee / account holder | $1,290 | $2,818-54.2% | $3,356-61.6% | $4,297-70.0% |