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 | $33,404 | $115,770-71.1% | $101,248-67.0% | $158,922-79.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.55% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,171 | $4,175-48.0% | $3,660-40.7% | $4,761-54.4% |
| Participant deferral / active EE | $9,409 | $4,957+89.8% | $4,370+115.3% | $5,982+57.3% |
| Admin fee / account holder | $10,568 | $7,245+45.9% | $5,945+77.7% | $11,246-6.0% |