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 | $14,534 | $51,576-71.8% | $129,207-88.8% | $80,856-82.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.26% | 20.81%-7.5pp | 9417.33%-9404.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,096 | $1,584+32.3% | $4,153-49.5% | $2,755-23.9% |
| Participant deferral / active EE | $2,077 | $2,669-22.2% | $4,168-50.2% | $4,296-51.6% |
| Admin fee / account holder | $331 | $4,305-92.3% | $7,715-95.7% | $6,918-95.2% |