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 | $42,692 | $95,416-55.3% | $185,823-77.0% | $85,850-50.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.79% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,701 | $3,314-18.5% | $5,167-47.7% | $2,565+5.3% |
| Participant deferral / active EE | $5,174 | $3,423+51.1% | $5,568-7.1% | $3,952+30.9% |
| Admin fee / account holder | $836 | $7,213-88.4% | $16,237-94.9% | $6,260-86.6% |