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 | $37,618 | $48,795-22.9% | $65,493-42.6% | $84,808-55.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.16% | 20.20%-8.0pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,012 | $1,930-47.5% | $2,574-60.7% | $2,631-61.5% |
| Participant deferral / active EE | $1,224 | $2,928-58.2% | $3,961-69.1% | $4,212-70.9% |
| Admin fee / account holder | $3,598 | $3,877-7.2% | $5,028-28.4% | $7,344-51.0% |