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 | $31,098 | $51,576-39.7% | $129,207-75.9% | $80,856-61.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.17% | 20.81%-5.6pp | 9417.33%-9402.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,495 | $1,584-5.6% | $4,153-64.0% | $2,755-45.7% |
| Participant deferral / active EE | $1,440 | $2,669-46.0% | $4,168-65.4% | $4,296-66.5% |
| Admin fee / account holder | $975 | $4,305-77.4% | $7,715-87.4% | $6,918-85.9% |