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 | $28,689 | $51,576-44.4% | $129,207-77.8% | $80,856-64.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.96% | 20.81%-4.8pp | 9417.33%-9401.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,885 | $1,584+19.0% | $4,153-54.6% | $2,755-31.6% |
| Participant deferral / active EE | $2,399 | $2,669-10.1% | $4,168-42.4% | $4,296-44.1% |
| Admin fee / account holder | $329 | $4,305-92.4% | $7,715-95.7% | $6,918-95.2% |