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 | $35,899 | $51,638-30.5% | $68,368-47.5% | $82,448-56.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.03% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,810 | $2,047+86.2% | $2,649+43.8% | $2,551+49.4% |
| Participant deferral / active EE | $7,880 | $2,914+170.4% | $4,123+91.1% | $4,139+90.4% |
| Admin fee / account holder | $5,043 | $4,643+8.6% | $5,150-2.1% | $7,234-30.3% |