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 | $17,985 | $46,553-61.4% | $64,056-71.9% | $75,163-76.1% |
| Participation rate | 87.5% | 65.9%+21.6pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 11.88% | 26.03%-14.2pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $7,500 | $1,974+280.0% | $2,747+173.1% | $2,670+180.9% |
| Participant deferral / active EE | $1,990 | $2,837-29.9% | $3,880-48.7% | $4,125-51.8% |
| Admin fee / account holder | $5,482 | $2,952+85.7% | $3,068+78.7% | $5,651-3.0% |