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 | $23,431 | $165,912-85.9% | $122,332-80.8% | $147,584-84.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.58% | 34.55%-17.0pp | 30.27%-12.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,159 | $5,754-79.9% | $4,050-71.4% | $4,876-76.2% |
| Participant deferral / active EE | $1,682 | $4,005-58.0% | $3,287-48.8% | $5,439-69.1% |
| Admin fee / account holder | $1,877 | $7,424-74.7% | $5,478-65.7% | $10,885-82.8% |