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 | $42,712 | $93,346-54.2% | $71,796-40.5% | $273,961-84.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.20% | 130.39%-125.2pp | 78.04%-72.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $8,294 | $2,733+203.4% | $1,924+331.0% | $4,869+70.4% |
| Participant deferral / active EE | $4,870 | $3,475+40.1% | $2,794+74.3% | $5,287-7.9% |
| Admin fee / account holder | $11,335 | $6,571+72.5% | $4,815+135.4% | $10,132+11.9% |