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 | $13,877 | $85,202-83.7% | $172,739-92.0% | $72,985-81.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.49% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,107 | $3,324-66.7% | $5,143-78.5% | $2,440-54.6% |
| Participant deferral / active EE | $2,153 | $3,260-34.0% | $5,198-58.6% | $3,607-40.3% |
| Admin fee / account holder | $1,561 | $5,884-73.5% | $13,954-88.8% | $5,124-69.5% |