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 | $17,513 | $60,124-70.9% | $90,404-80.6% | $79,858-78.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.45% | 71.94%-60.5pp | 1293.02%-1281.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,551 | $2,068-25.0% | $3,262-52.4% | $2,471-37.2% |
| Participant deferral / active EE | $859 | $2,938-70.8% | $3,963-78.3% | $3,740-77.0% |
| Admin fee / account holder | $888 | $3,976-77.7% | $5,611-84.2% | $5,306-83.3% |