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 | $14,412 | $99,877-85.6% | $84,966-83.0% | $145,922-90.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.11% | 83.76%-74.6pp | 66.38%-57.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,346 | $3,231-58.3% | $2,727-50.6% | $4,660-71.1% |
| Participant deferral / active EE | $2,862 | $5,291-45.9% | $4,519-36.7% | $6,688-57.2% |
| Admin fee / account holder | $10,211 | $7,248+40.9% | $6,149+66.1% | $13,397-23.8% |