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 | $36,668 | $107,334-65.8% | $92,893-60.5% | $152,861-76.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.85% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,803 | $4,221-9.9% | $3,653+4.1% | $4,762-20.1% |
| Participant deferral / active EE | $15,797 | $4,845+226.1% | $4,236+272.9% | $5,850+170.0% |
| Admin fee / account holder | $11,221 | $7,079+58.5% | $5,794+93.7% | $11,596-3.2% |