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 | $23,192 | $95,416-75.7% | $185,823-87.5% | $85,850-73.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.58% | 23.59%+1.0pp | 122.05%-97.5pp | 318.53%-294.0pp |
| Employer contribution / active EE | $2,600 | $3,314-21.5% | $5,167-49.7% | $2,565+1.4% |
| Participant deferral / active EE | $1,520 | $3,423-55.6% | $5,568-72.7% | $3,952-61.5% |
| Admin fee / account holder | $1,186 | $7,213-83.6% | $16,237-92.7% | $6,260-81.1% |