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 | $20,545 | $63,346-67.6% | $92,233-77.7% | $70,131-70.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.26% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,465 | $2,471-0.3% | $3,679-33.0% | $2,342+5.2% |
| Participant deferral / active EE | $3,389 | $2,854+18.7% | $3,897-13.0% | $3,332+1.7% |
| Admin fee / account holder | $1,630 | $3,840-57.5% | $5,194-68.6% | $4,645-64.9% |