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 | $14,662 | $72,071-79.7% | $68,368-78.6% | $137,256-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.12% | 353.14%-331.0pp | 292.57%-270.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,877 | $2,788+3.2% | $2,649+8.6% | $4,156-30.8% |
| Participant deferral / active EE | $4,089 | $4,410-7.3% | $4,123-0.8% | $6,407-36.2% |
| Admin fee / account holder | $2,158 | $5,336-59.6% | $5,150-58.1% | $12,270-82.4% |