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 | $23,137 | $74,888-69.1% | $71,209-67.5% | $142,382-83.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.07% | 345.14%-332.1pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,062 | $2,854-27.8% | $2,721-24.2% | $4,299-52.0% |
| Participant deferral / active EE | $2,425 | $4,454-45.6% | $4,175-41.9% | $6,507-62.7% |
| Admin fee / account holder | $8,423 | $5,568+51.3% | $5,349+57.5% | $12,624-33.3% |