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 | $26,891 | $73,933-63.6% | $96,683-72.2% | $75,163-64.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.51% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,598 | $2,928-45.4% | $3,737-57.2% | $2,670-40.1% |
| Participant deferral / active EE | $2,751 | $3,659-24.8% | $4,878-43.6% | $4,125-33.3% |
| Admin fee / account holder | $431 | $5,216-91.7% | $6,730-93.6% | $5,651-92.4% |