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 | $29,354 | $111,754-73.7% | $103,333-71.6% | $145,922-79.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.11% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,206 | $4,212-47.6% | $3,868-43.0% | $4,660-52.7% |
| Participant deferral / active EE | $7,897 | $5,619+40.5% | $5,057+56.1% | $6,688+18.1% |
| Admin fee / account holder | $18,970 | $9,750+94.6% | $8,355+127.1% | $13,397+41.6% |