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 | $16,938 | $95,416-82.2% | $185,823-90.9% | $85,850-80.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 26.84% | 23.59%+3.3pp | 122.05%-95.2pp | 318.53%-291.7pp |
| Employer contribution / active EE | $1,408 | $3,314-57.5% | $5,167-72.8% | $2,565-45.1% |
| Participant deferral / active EE | $1,354 | $3,423-60.5% | $5,568-75.7% | $3,952-65.7% |
| Admin fee / account holder | $2,033 | $7,213-71.8% | $16,237-87.5% | $6,260-67.5% |