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 | $23,230 | $48,570-52.2% | $130,648-82.2% | $72,985-68.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.46% | 38.63%-19.2pp | 1708.96%-1689.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,635 | $2,384+52.5% | $3,603+0.9% | $3,607+0.8% |
| Admin fee / account holder | $947 | $3,549-73.3% | $5,464-82.7% | $5,124-81.5% |