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 | $23,616 | $99,652-76.3% | $78,778-70.0% | $147,584-84.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.03% | 47.28%-26.3pp | 35.62%-14.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,671 | $2,796-40.2% | $1,986-15.8% | $4,876-65.7% |
| Participant deferral / active EE | $4,492 | $3,664+22.6% | $2,958+51.8% | $5,439-17.4% |
| Admin fee / account holder | $613 | $7,155-91.4% | $5,134-88.1% | $10,885-94.4% |