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 | $23,414 | $98,240-76.2% | $82,313-71.6% | $147,584-84.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.13% | 30.85%-12.7pp | 25.88%-7.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,939 | $3,192-7.9% | $2,428+21.0% | $4,876-39.7% |
| Participant deferral / active EE | $8,030 | $4,383+83.2% | $3,706+116.7% | $5,439+47.7% |
| Admin fee / account holder | $453 | $8,563-94.7% | $5,608-91.9% | $10,885-95.8% |