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 | $25,190 | $48,795-48.4% | $65,493-61.5% | $84,808-70.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.81% | 20.20%-8.4pp | 982.45%-970.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,075 | $1,930+7.5% | $2,574-19.4% | $2,631-21.1% |
| Participant deferral / active EE | $910 | $2,928-68.9% | $3,961-77.0% | $4,212-78.4% |
| Admin fee / account holder | $1,017 | $3,877-73.8% | $5,028-79.8% | $7,344-86.2% |