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 | $24,975 | $77,634-67.8% | $156,549-84.0% | $62,891-60.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 14.56% | 50.32%-35.8pp | 32.23%-17.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $1,786 | $3,444-48.1% | $5,501-67.5% | $2,281-21.7% |
| Participant deferral / active EE | $3,186 | $3,045+4.6% | $4,871-34.6% | $3,203-0.5% |
| Admin fee / account holder | $942 | $5,561-83.1% | $13,027-92.8% | $4,296-78.1% |