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 | $40,653 | $118,680-65.7% | $98,907-58.9% | $158,922-74.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.81% | 372.35%-353.5pp | 196.43%-177.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,662 | $3,333-20.1% | $2,689-1.0% | $4,761-44.1% |
| Participant deferral / active EE | $5,685 | $5,088+11.7% | $4,244+33.9% | $5,982-5.0% |
| Admin fee / account holder | $393 | $10,131-96.1% | $6,642-94.1% | $11,246-96.5% |