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 | $56,717 | $70,428-19.5% | $96,562-41.3% | $85,850-33.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.60% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,375 | $1,413-2.7% | $2,356-41.7% | $2,565-46.4% |
| Participant deferral / active EE | $2,166 | $2,894-25.2% | $3,849-43.7% | $3,952-45.2% |
| Admin fee / account holder | $16,061 | $4,997+221.4% | $6,181+159.9% | $6,260+156.6% |