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 | $25,351 | $106,890-76.3% | $84,015-69.8% | $152,861-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.45% | 104.99%-81.5pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $939 | $2,734-65.6% | $1,983-52.6% | $4,762-80.3% |
| Participant deferral / active EE | $2,486 | $4,011-38.0% | $3,239-23.3% | $5,850-57.5% |
| Admin fee / account holder | $6,294 | $8,285-24.0% | $6,101+3.2% | $11,596-45.7% |