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 | $34,296 | $74,888-54.2% | $71,209-51.8% | $142,382-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.06% | 345.14%-326.1pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,416 | $2,854-50.4% | $2,721-48.0% | $4,299-67.1% |
| Participant deferral / active EE | $5,512 | $4,454+23.7% | $4,175+32.0% | $6,507-15.3% |
| Admin fee / account holder | $2,127 | $5,568-61.8% | $5,349-60.2% | $12,624-83.1% |