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 | $42,106 | $81,632-48.4% | $70,449-40.2% | $158,922-73.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.08% | 208.40%-200.3pp | 109.03%-101.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $3,302 | $3,217+2.6% | $2,737+20.7% | $4,761-30.6% |
| Participant deferral / active EE | $3,302 | $4,554-27.5% | $3,709-11.0% | $5,982-44.8% |
| Admin fee / account holder | $13,058 | $6,193+110.9% | $3,845+239.6% | $11,246+16.1% |