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 | $12,002 | $102,966-88.3% | $90,281-86.7% | $152,861-92.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.31% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,528 | $3,139+12.4% | $2,854+23.6% | $4,762-25.9% |
| Participant deferral / active EE | $4,247 | $4,281-0.8% | $3,885+9.3% | $5,850-27.4% |
| Admin fee / account holder | $1,843 | $6,171-70.1% | $5,351-65.6% | $11,596-84.1% |