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 | $27,600 | $104,664-73.6% | $85,682-67.8% | $167,490-83.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.64% | 21.45%-10.8pp | 21.49%-10.8pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,405 | $3,337-57.9% | $2,618-46.3% | $4,837-71.0% |
| Participant deferral / active EE | $1,679 | $4,824-65.2% | $3,923-57.2% | $6,341-73.5% |
| Admin fee / account holder | $17,144 | $10,032+70.9% | $6,873+149.4% | $12,309+39.3% |