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 | $14,140 | $43,075-67.2% | $74,583-81.0% | $62,891-77.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 97.71% | 17.50%+80.2pp | 20.47%+77.2pp | 20.14%+77.6pp |
| Employer contribution / active EE | $1,403 | $1,498-6.3% | $2,525-44.4% | $2,281-38.5% |
| Participant deferral / active EE | $3,833 | $2,389+60.4% | $3,458+10.9% | $3,203+19.7% |
| Admin fee / account holder | $453 | $2,840-84.1% | $4,138-89.1% | $4,296-89.5% |