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 | $42,373 | $104,974-59.6% | $95,585-55.7% | $142,382-70.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.91% | 210.33%-199.4pp | 38.56%-27.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,429 | $2,779-48.6% | $2,527-43.5% | $4,299-66.8% |
| Participant deferral / active EE | $865 | $4,352-80.1% | $4,023-78.5% | $6,507-86.7% |
| Admin fee / account holder | $13,305 | $6,386+108.3% | $6,127+117.1% | $12,624+5.4% |