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 | $37,322 | $74,888-50.2% | $71,209-47.6% | $142,382-73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.87% | 345.14%-331.3pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,003 | $2,854-64.9% | $2,721-63.2% | $4,299-76.7% |
| Participant deferral / active EE | $8,542 | $4,454+91.8% | $4,175+104.6% | $6,507+31.3% |
| Admin fee / account holder | $7,871 | $5,568+41.4% | $5,349+47.2% | $12,624-37.6% |