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 | $26,482 | $84,233-68.6% | $170,442-84.5% | $70,131-62.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.36% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,236 | $3,387-63.5% | $5,433-77.2% | $2,342-47.2% |
| Participant deferral / active EE | $2,999 | $3,086-2.8% | $4,939-39.3% | $3,332-10.0% |
| Admin fee / account holder | $4,913 | $5,698-13.8% | $13,880-64.6% | $4,645+5.8% |