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 | $23,106 | $91,190-74.7% | $178,490-87.1% | $79,858-71.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.12% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,047 | $3,256-37.1% | $5,011-59.1% | $2,471-17.2% |
| Participant deferral / active EE | $1,414 | $3,236-56.3% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $2,625 | $6,751-61.1% | $13,984-81.2% | $5,306-50.5% |