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 | $40,693 | $102,966-60.5% | $90,281-54.9% | $152,861-73.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.12% | 95.16%-71.0pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,389 | $3,139-23.9% | $2,854-16.3% | $4,762-49.8% |
| Participant deferral / active EE | $5,057 | $4,281+18.1% | $3,885+30.2% | $5,850-13.6% |
| Admin fee / account holder | $1,293 | $6,171-79.0% | $5,351-75.8% | $11,596-88.8% |