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 | $15,677 | $53,127-70.5% | $86,590-81.9% | $70,131-77.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.14% | 27.66%-11.5pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,178 | $2,068-43.0% | $2,839-58.5% | $2,342-49.7% |
| Participant deferral / active EE | $2,140 | $2,696-20.6% | $3,609-40.7% | $3,332-35.8% |
| Admin fee / account holder | $455 | $3,585-87.3% | $4,906-90.7% | $4,645-90.2% |