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 | $24,321 | $102,616-76.3% | $81,983-70.3% | $158,922-84.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.96% | 61.04%-46.1pp | 41.31%-26.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,237 | $3,240-31.0% | $2,498-10.4% | $4,761-53.0% |
| Participant deferral / active EE | $1,738 | $4,648-62.6% | $3,722-53.3% | $5,982-70.9% |
| Admin fee / account holder | $1,021 | $8,235-87.6% | $5,664-82.0% | $11,246-90.9% |