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 | $28,181 | $37,426-24.7% | $77,482-63.6% | $79,858-64.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 14.56% | 39.70%-25.1pp | 54.79%-40.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $328 | $637-48.5% | $986-66.8% | $2,471-86.7% |
| Participant deferral / active EE | $1,031 | $1,260-18.2% | $1,861-44.6% | $3,740-72.4% |
| Admin fee / account holder | $973 | $2,504-61.1% | $2,858-65.9% | $5,306-81.7% |