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 | $28,216 | $73,933-61.8% | $96,683-70.8% | $75,163-62.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.00% | 26.70%-3.7pp | 35.69%-12.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $18,466 | $2,928+530.7% | $3,737+394.2% | $2,670+591.7% |
| Participant deferral / active EE | $2,815 | $3,659-23.1% | $4,878-42.3% | $4,125-31.8% |
| Admin fee / account holder | $2,386 | $5,216-54.3% | $6,730-64.5% | $5,651-57.8% |