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 | $40,675 | $83,337-51.2% | $67,834-40.0% | $273,961-85.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.09% | 259.45%-255.4pp | 138.47%-134.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,491 | $3,287-54.6% | $2,403-38.0% | $4,869-69.4% |
| Participant deferral / active EE | $6,416 | $4,088+56.9% | $3,160+103.0% | $5,287+21.3% |
| Admin fee / account holder | $3,185 | $6,752-52.8% | $4,622-31.1% | $10,132-68.6% |