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 | $28,873 | $96,484-70.1% | $75,886-62.0% | $152,861-81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.34% | 33.98%-20.6pp | 30.76%-17.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,386 | $3,309-58.1% | $2,500-44.6% | $4,762-70.9% |
| Participant deferral / active EE | $2,191 | $4,553-51.9% | $3,603-39.2% | $5,850-62.5% |
| Admin fee / account holder | $3,743 | $8,078-53.7% | $5,418-30.9% | $11,596-67.7% |