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 | $43,377 | $96,484-55.0% | $75,886-42.8% | $152,861-71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.80% | 33.98%-16.2pp | 30.76%-13.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $752 | $3,309-77.3% | $2,500-69.9% | $4,762-84.2% |
| Participant deferral / active EE | $4,152 | $4,553-8.8% | $3,603+15.2% | $5,850-29.0% |
| Admin fee / account holder | $25,498 | $8,078+215.7% | $5,418+370.6% | $11,596+119.9% |