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 | $13,825 | $83,337-83.4% | $67,834-79.6% | $273,961-95.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.23% | 259.45%-256.2pp | 138.47%-135.2pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,377 | $3,287-58.1% | $2,403-42.7% | $4,869-71.7% |
| Participant deferral / active EE | $1,651 | $4,088-59.6% | $3,160-47.8% | $5,287-68.8% |
| Admin fee / account holder | $2,236 | $6,752-66.9% | $4,622-51.6% | $10,132-77.9% |