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 | $21,750 | $77,899-72.1% | $149,673-85.5% | $75,163-71.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 29.12% | 31.72%-2.6pp | 134.42%-105.3pp | 160.62%-131.5pp |
| Employer contribution / active EE | $1,787 | $3,137-43.0% | $4,818-62.9% | $2,670-33.1% |
| Participant deferral / active EE | $1,685 | $3,411-50.6% | $5,680-70.3% | $4,125-59.1% |
| Admin fee / account holder | $1,021 | $5,956-82.9% | $13,210-92.3% | $5,651-81.9% |