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 | $40,205 | $63,346-36.5% | $92,233-56.4% | $70,131-42.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.91% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,642 | $2,471+6.9% | $3,679-28.2% | $2,342+12.8% |
| Participant deferral / active EE | $3,276 | $2,854+14.8% | $3,897-15.9% | $3,332-1.7% |
| Admin fee / account holder | $2,049 | $3,840-46.6% | $5,194-60.5% | $4,645-55.9% |