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 | $51,496 | $91,037-43.4% | $71,671-28.2% | $147,584-65.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.16% | 20.48%-9.3pp | 20.65%-9.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $690 | $3,327-79.3% | $2,460-71.9% | $4,876-85.8% |
| Participant deferral / active EE | $1,719 | $4,498-61.8% | $3,438-50.0% | $5,439-68.4% |
| Admin fee / account holder | $45,229 | $8,613+425.1% | $5,558+713.7% | $10,885+315.5% |