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 | $22,081 | $107,015-79.4% | $73,545-70.0% | $147,584-85.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.52% | 38.25%-24.7pp | -15.16%+28.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,631 | $1,760-7.3% | $1,219+33.8% | $4,876-66.6% |
| Participant deferral / active EE | $2,400 | $2,462-2.5% | $1,806+32.9% | $5,439-55.9% |
| Admin fee / account holder | $999 | $3,055-67.3% | $2,320-56.9% | $10,885-90.8% |