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 | $22,796 | $29,660-23.1% | $56,411-59.6% | $80,856-71.8% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.08% | 35.23%-22.1pp | 1701.33%-1688.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,587 | $669+137.2% | $1,039+52.8% | $2,755-42.4% |
| Participant deferral / active EE | $3,751 | $1,226+206.0% | $1,952+92.2% | $4,296-12.7% |
| Admin fee / account holder | $2,209 | $2,428-9.0% | $2,829-21.9% | $6,918-68.1% |