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 | $36,559 | $127,777-71.4% | $106,548-65.7% | $167,490-78.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.64% | 33.87%-24.2pp | 26.80%-17.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,693 | $3,427-50.6% | $2,819-39.9% | $4,837-65.0% |
| Participant deferral / active EE | $2,842 | $5,087-44.1% | $4,398-35.4% | $6,341-55.2% |
| Admin fee / account holder | $2,038 | $11,228-81.8% | $7,407-72.5% | $12,309-83.4% |