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 | $33,157 | $102,616-67.7% | $81,983-59.6% | $158,922-79.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.94% | 61.04%-51.1pp | 41.31%-31.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $822 | $3,240-74.6% | $2,498-67.1% | $4,761-82.7% |
| Participant deferral / active EE | $4,696 | $4,648+1.0% | $3,722+26.2% | $5,982-21.5% |
| Admin fee / account holder | $16,490 | $8,235+100.2% | $5,664+191.2% | $11,246+46.6% |