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 | $27,067 | $102,547-73.6% | $78,210-65.4% | $147,584-81.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.77% | 51.08%-34.3pp | 40.90%-24.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,393 | $2,617-46.8% | $2,034-31.5% | $4,876-71.4% |
| Participant deferral / active EE | $3,264 | $3,481-6.2% | $2,823+15.6% | $5,439-40.0% |
| Admin fee / account holder | $2,401 | $5,059-52.5% | $3,758-36.1% | $10,885-77.9% |