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 | $26,287 | $77,899-66.3% | $149,673-82.4% | $75,163-65.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.56% | 31.72%-9.2pp | 134.42%-111.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,725 | $3,137-45.0% | $4,818-64.2% | $2,670-35.4% |
| Participant deferral / active EE | $3,261 | $3,411-4.4% | $5,680-42.6% | $4,125-20.9% |
| Admin fee / account holder | $793 | $5,956-86.7% | $13,210-94.0% | $5,651-86.0% |