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 | $31,388 | $99,918-68.6% | $81,382-61.4% | $145,922-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.74% | 34.32%-22.6pp | 24.73%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,438 | $2,978-51.7% | $2,463-41.6% | $4,660-69.1% |
| Participant deferral / active EE | $4,365 | $4,605-5.2% | $3,883+12.4% | $6,688-34.7% |
| Admin fee / account holder | $12,358 | $8,212+50.5% | $5,768+114.2% | $13,397-7.8% |