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 | $15,111 | $96,484-84.3% | $75,886-80.1% | $152,861-90.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 31.21% | 33.98%-2.8pp | 30.76%+0.5pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,093 | $3,309-67.0% | $2,500-56.3% | $4,762-77.0% |
| Participant deferral / active EE | $1,254 | $4,553-72.5% | $3,603-65.2% | $5,850-78.6% |
| Admin fee / account holder | $7,455 | $8,078-7.7% | $5,418+37.6% | $11,596-35.7% |