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 | $32,877 | $65,561-49.9% | $86,188-61.9% | $75,163-56.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.05% | 46.05%-29.0pp | 1168.45%-1151.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,430 | $1,553-7.9% | $2,380-39.9% | $2,670-46.4% |
| Participant deferral / active EE | $1,345 | $3,024-55.5% | $3,985-66.3% | $4,125-67.4% |
| Admin fee / account holder | $1,295 | $5,474-76.3% | $6,852-81.1% | $5,651-77.1% |