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 | $18,552 | $77,899-76.2% | $149,673-87.6% | $75,163-75.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.53% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,043 | $3,137-66.7% | $4,818-78.3% | $2,670-60.9% |
| Participant deferral / active EE | $1,030 | $3,411-69.8% | $5,680-81.9% | $4,125-75.0% |
| Admin fee / account holder | $1,623 | $5,956-72.7% | $13,210-87.7% | $5,651-71.3% |