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 | $14,750 | $95,416-84.5% | $185,823-92.1% | $85,850-82.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.10% | 23.59%-5.5pp | 122.05%-104.0pp | 318.53%-300.4pp |
| Employer contribution / active EE | $3,926 | $3,314+18.5% | $5,167-24.0% | $2,565+53.1% |
| Participant deferral / active EE | $2,850 | $3,423-16.7% | $5,568-48.8% | $3,952-27.9% |
| Admin fee / account holder | $1,748 | $7,213-75.8% | $16,237-89.2% | $6,260-72.1% |