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 | $37,942 | $106,515-64.4% | $96,683-60.8% | $139,434-72.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.47% | 38.43%-18.0pp | 35.69%-15.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,378 | $4,103-66.4% | $3,737-63.1% | $4,751-71.0% |
| Participant deferral / active EE | $2,186 | $5,454-59.9% | $4,878-55.2% | $6,710-67.4% |
| Admin fee / account holder | $42,831 | $7,877+443.8% | $6,730+536.5% | $11,403+275.6% |