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 | $59,934 | $70,756-15.3% | $65,493-8.5% | $142,382-57.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.11% | 1754.89%-1743.8pp | 982.45%-971.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,495 | $2,881-48.1% | $2,574-41.9% | $4,299-65.2% |
| Participant deferral / active EE | $3,539 | $4,637-23.7% | $3,961-10.7% | $6,507-45.6% |
| Admin fee / account holder | $1,684 | $6,559-74.3% | $5,028-66.5% | $12,624-86.7% |