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 | $21,138 | $84,149-74.9% | $76,080-72.2% | $167,490-87.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 13.36% | 54.99%-41.6pp | 42.50%-29.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,863 | $4,618-16.3% | $3,962-2.5% | $4,837-20.1% |
| Participant deferral / active EE | $4,642 | $5,796-19.9% | $4,905-5.4% | $6,341-26.8% |
| Admin fee / account holder | $595 | $6,410-90.7% | $4,883-87.8% | $12,309-95.2% |