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 | $38,658 | $56,317-31.4% | $71,209-45.7% | $74,304-48.0% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 13.74% | 42.83%-29.1pp | 282.51%-268.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,979 | $2,160-8.4% | $2,721-27.3% | $2,241-11.7% |
| Participant deferral / active EE | $1,922 | $2,788-31.1% | $4,175-54.0% | $3,767-49.0% |
| Admin fee / account holder | $4,402 | $2,290+92.3% | $5,349-17.7% | $2,969+48.3% |