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 | $32,609 | $60,124-45.8% | $90,404-63.9% | $79,858-59.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.66% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,728 | $2,068-16.4% | $3,262-47.0% | $2,471-30.1% |
| Participant deferral / active EE | $2,739 | $2,938-6.8% | $3,963-30.9% | $3,740-26.8% |
| Admin fee / account holder | $1,704 | $3,976-57.1% | $5,611-69.6% | $5,306-67.9% |