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 | $25,720 | $74,888-65.7% | $71,209-63.9% | $142,382-81.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.31% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,212 | $2,854+12.5% | $2,721+18.0% | $4,299-25.3% |
| Participant deferral / active EE | $3,212 | $4,454-27.9% | $4,175-23.1% | $6,507-50.6% |
| Admin fee / account holder | $1,972 | $5,568-64.6% | $5,349-63.1% | $12,624-84.4% |