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 | $21,439 | $74,888-71.4% | $71,209-69.9% | $142,382-84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.90% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,925 | $2,854-32.6% | $2,721-29.3% | $4,299-55.2% |
| Participant deferral / active EE | $1,170 | $4,454-73.7% | $4,175-72.0% | $6,507-82.0% |
| Admin fee / account holder | $3,702 | $5,568-33.5% | $5,349-30.8% | $12,624-70.7% |