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 | $21,154 | $95,416-77.8% | $185,823-88.6% | $85,850-75.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.40% | 23.59%-3.2pp | 122.05%-101.6pp | 318.53%-298.1pp |
| Employer contribution / active EE | $1,034 | $3,314-68.8% | $5,167-80.0% | $2,565-59.7% |
| Participant deferral / active EE | $3,042 | $3,423-11.2% | $5,568-45.4% | $3,952-23.0% |
| Admin fee / account holder | $1,062 | $7,213-85.3% | $16,237-93.5% | $6,260-83.0% |