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 | $34,911 | $118,427-70.5% | $66,042-47.1% | $142,382-75.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 7.33% | 35.57%-28.2pp | 52.11%-44.8pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,843 | $2,570-28.3% | $1,579+16.7% | $4,299-57.1% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,014 | $9,593-89.4% | $5,747-82.4% | $12,624-92.0% |