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 | $37,703 | $65,395-42.3% | $182,532-79.3% | $72,985-48.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 19.99% | 27.68%-7.7pp | 148.54%-128.5pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,333 | $1,911-30.3% | $4,076-67.3% | $2,440-45.4% |
| Participant deferral / active EE | $3,945 | $3,563+10.7% | $5,524-28.6% | $3,607+9.4% |
| Admin fee / account holder | $1,488 | $4,245-64.9% | $8,592-82.7% | $5,124-71.0% |