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 | $33,381 | $90,348-63.1% | $75,972-56.1% | $145,922-77.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.33% | 620.88%-607.5pp | 359.55%-346.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,805 | $3,311-15.3% | $2,685+4.5% | $4,660-39.8% |
| Participant deferral / active EE | $3,920 | $5,162-24.1% | $4,255-7.9% | $6,688-41.4% |
| Admin fee / account holder | $2,298 | $8,467-72.9% | $6,467-64.5% | $13,397-82.8% |