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 | $42,934 | $91,538-53.1% | $129,995-67.0% | $75,163-42.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.28% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,602 | $2,845-8.6% | $4,320-39.8% | $2,670-2.5% |
| Participant deferral / active EE | $2,848 | $4,341-34.4% | $5,820-51.1% | $4,125-31.0% |
| Admin fee / account holder | $5,321 | $6,790-21.6% | $10,614-49.9% | $5,651-5.8% |