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 | $34,422 | $99,877-65.5% | $84,966-59.5% | $145,922-76.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.21% | 83.76%-74.5pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $993 | $3,231-69.3% | $2,727-63.6% | $4,660-78.7% |
| Participant deferral / active EE | $1,291 | $5,291-75.6% | $4,519-71.4% | $6,688-80.7% |
| Admin fee / account holder | $5,841 | $7,248-19.4% | $6,149-5.0% | $13,397-56.4% |