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 | $22,118 | $60,124-63.2% | $90,404-75.5% | $79,858-72.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.18% | 71.94%-54.8pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,252 | $2,068+57.3% | $3,262-0.3% | $2,471+31.6% |
| Participant deferral / active EE | $2,832 | $2,938-3.6% | $3,963-28.5% | $3,740-24.3% |
| Admin fee / account holder | $780 | $3,976-80.4% | $5,611-86.1% | $5,306-85.3% |