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 | $40,587 | $111,535-63.6% | $105,223-61.4% | $137,256-70.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.45% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,865 | $3,939-52.7% | $3,689-49.4% | $4,156-55.1% |
| Participant deferral / active EE | $4,775 | $5,500-13.2% | $5,072-5.8% | $6,407-25.5% |
| Admin fee / account holder | $3,888 | $9,721-60.0% | $8,859-56.1% | $12,270-68.3% |