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 | $40,920 | $98,240-58.3% | $82,313-50.3% | $147,584-72.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.98% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,432 | $3,192-55.1% | $2,428-41.0% | $4,876-70.6% |
| Participant deferral / active EE | $3,539 | $4,383-19.3% | $3,706-4.5% | $5,439-34.9% |
| Admin fee / account holder | $11,845 | $8,563+38.3% | $5,608+111.2% | $10,885+8.8% |