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 | $80,759 | $46,553+73.5% | $64,056+26.1% | $75,163+7.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.84% | 26.03%-12.2pp | 33.69%-19.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,326 | $1,974-32.8% | $2,747-51.7% | $2,670-50.3% |
| Participant deferral / active EE | $2,090 | $2,837-26.3% | $3,880-46.1% | $4,125-49.3% |
| Admin fee / account holder | $20,764 | $2,952+603.4% | $3,068+576.8% | $5,651+267.4% |