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 | $20,991 | $63,346-66.9% | $92,233-77.2% | $70,131-70.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.85% | 530.12%-511.3pp | 176.28%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,933 | $2,471-21.8% | $3,679-47.5% | $2,342-17.5% |
| Participant deferral / active EE | $3,443 | $2,854+20.7% | $3,897-11.6% | $3,332+3.3% |
| Admin fee / account holder | $765 | $3,840-80.1% | $5,194-85.3% | $4,645-83.5% |