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 | $30,875 | $63,346-51.3% | $92,233-66.5% | $70,131-56.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.86% | 530.12%-517.3pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,378 | $2,471-3.8% | $3,679-35.4% | $2,342+1.5% |
| Participant deferral / active EE | $2,201 | $2,854-22.9% | $3,897-43.5% | $3,332-33.9% |
| Admin fee / account holder | $810 | $3,840-78.9% | $5,194-84.4% | $4,645-82.6% |