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 | $21,993 | $81,248-72.9% | $155,509-85.9% | $80,856-72.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.72% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,202 | $3,100-29.0% | $4,672-52.9% | $2,755-20.1% |
| Participant deferral / active EE | $1,760 | $3,452-49.0% | $5,626-68.7% | $4,296-59.0% |
| Admin fee / account holder | $4,507 | $7,997-43.6% | $15,912-71.7% | $6,918-34.8% |