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 | $24,931 | $91,190-72.7% | $178,490-86.0% | $79,858-68.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.72% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,173 | $3,256-64.0% | $5,011-76.6% | $2,471-52.5% |
| Participant deferral / active EE | $2,383 | $3,236-26.3% | $5,202-54.2% | $3,740-36.3% |
| Admin fee / account holder | $1,758 | $6,751-74.0% | $13,984-87.4% | $5,306-66.9% |