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 | $20,532 | $60,124-65.9% | $90,404-77.3% | $79,858-74.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.06% | 71.94%-49.9pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,393 | $2,068-32.6% | $3,262-57.3% | $2,471-43.6% |
| Participant deferral / active EE | $3,251 | $2,938+10.6% | $3,963-18.0% | $3,740-13.1% |
| Admin fee / account holder | $815 | $3,976-79.5% | $5,611-85.5% | $5,306-84.6% |