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 | $22,835 | $112,096-79.6% | $95,952-76.2% | $158,922-85.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.93% | 171.09%-163.2pp | 91.61%-83.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,535 | $3,198-20.7% | $2,541-0.2% | $4,761-46.8% |
| Participant deferral / active EE | $2,542 | $4,784-46.9% | $4,167-39.0% | $5,982-57.5% |
| Admin fee / account holder | $29,148 | $10,130+187.7% | $6,795+328.9% | $11,246+159.2% |