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 | $12,461 | $46,553-73.2% | $64,056-80.5% | $75,163-83.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.90% | 26.03%-4.1pp | 33.69%-11.8pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,326 | $1,974-32.8% | $2,747-51.7% | $2,670-50.3% |
| Participant deferral / active EE | $1,433 | $2,837-49.5% | $3,880-63.1% | $4,125-65.3% |
| Admin fee / account holder | $764 | $2,952-74.1% | $3,068-75.1% | $5,651-86.5% |