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 | $17,890 | $77,419-76.9% | $69,455-74.2% | $152,861-88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 6.04% | 39.06%-33.0pp | 28.97%-22.9pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,448 | $3,315-56.3% | $2,779-47.9% | $4,762-69.6% |
| Participant deferral / active EE | $884 | $4,414-80.0% | $3,535-75.0% | $5,850-84.9% |
| Admin fee / account holder | $1,866 | $6,207-69.9% | $3,839-51.4% | $11,596-83.9% |