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 | $19,330 | $97,125-80.1% | $86,233-77.6% | $137,256-85.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.34% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,396 | $2,841-15.7% | $2,504-4.3% | $4,156-42.4% |
| Participant deferral / active EE | $3,990 | $5,180-23.0% | $4,559-12.5% | $6,407-37.7% |
| Admin fee / account holder | $377 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |