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 | $42,957 | $95,971-55.2% | $74,550-42.4% | $135,375-68.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.11% | 56.96%-49.9pp | 32.53%-25.4pp | 519.73%-512.6pp |
| Employer contribution / active EE | $860 | $2,716-68.3% | $1,961-56.1% | $4,779-82.0% |
| Participant deferral / active EE | $1,689 | $3,843-56.1% | $3,108-45.7% | $5,609-69.9% |
| Admin fee / account holder | $1,493 | $6,522-77.1% | $5,060-70.5% | $10,827-86.2% |