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 | $26,753 | $48,364-44.7% | $71,796-62.7% | $62,891-57.5% |
| Participation rate | 90.9% | 60.6%+30.3pp | 69.1%+21.8pp | 69.3%+21.6pp |
| Annual return | 7.00% | 13.16%-6.2pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,681 | $1,042+61.4% | $1,924-12.6% | $2,281-26.3% |
| Participant deferral / active EE | $3,169 | $2,091+51.5% | $2,794+13.4% | $3,203-1.1% |
| Admin fee / account holder | $1,073 | $3,771-71.5% | $4,815-77.7% | $4,296-75.0% |