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 | $21,166 | $53,127-60.2% | $86,590-75.6% | $70,131-69.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.80% | 27.66%-12.9pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,196 | $2,068-42.2% | $2,839-57.9% | $2,342-49.0% |
| Participant deferral / active EE | $1,944 | $2,696-27.9% | $3,609-46.1% | $3,332-41.7% |
| Admin fee / account holder | $1,539 | $3,585-57.1% | $4,906-68.6% | $4,645-66.9% |