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 | $21,305 | $65,561-67.5% | $86,188-75.3% | $75,163-71.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.67% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,067 | $1,553+33.1% | $2,380-13.1% | $2,670-22.6% |
| Participant deferral / active EE | $2,345 | $3,024-22.4% | $3,985-41.1% | $4,125-43.1% |
| Admin fee / account holder | $1,994 | $5,474-63.6% | $6,852-70.9% | $5,651-64.7% |