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 | $33,896 | $58,208-41.8% | $81,812-58.6% | $80,856-58.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.35% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,242 | $2,340-46.9% | $2,912-57.3% | $2,755-54.9% |
| Participant deferral / active EE | $3,944 | $3,281+20.2% | $4,319-8.7% | $4,296-8.2% |
| Admin fee / account holder | $839 | $4,981-83.2% | $7,386-88.6% | $6,918-87.9% |