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 | $41,173 | $107,334-61.6% | $92,893-55.7% | $152,861-73.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.30% | 145.58%-131.3pp | 109.41%-95.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,312 | $4,221-68.9% | $3,653-64.1% | $4,762-72.5% |
| Participant deferral / active EE | $3,433 | $4,845-29.1% | $4,236-19.0% | $5,850-41.3% |
| Admin fee / account holder | $7,925 | $7,079+11.9% | $5,794+36.8% | $11,596-31.7% |