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 | $29,449 | $65,409-55.0% | $98,442-70.1% | $85,850-65.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.08% | 21.76%-9.7pp | 1492.73%-1480.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,980 | $2,168-8.7% | $2,960-33.1% | $2,565-22.8% |
| Participant deferral / active EE | $2,128 | $3,166-32.8% | $4,276-50.2% | $3,952-46.2% |
| Admin fee / account holder | $1,128 | $4,593-75.4% | $5,949-81.0% | $6,260-82.0% |