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 | $40,639 | $103,949-60.9% | $69,182-41.3% | $273,961-85.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 2.51% | 35.28%-32.8pp | -21.93%+24.4pp | 41.45%-38.9pp |
| Employer contribution / active EE | $2,577 | $1,783+44.5% | $1,206+113.6% | $4,869-47.1% |
| Participant deferral / active EE | $7,157 | $2,716+163.5% | $1,897+277.3% | $5,287+35.4% |
| Admin fee / account holder | $21,921 | $3,671+497.2% | $2,697+712.9% | $10,132+116.4% |