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 | $13,370 | $47,479-71.8% | $62,929-78.8% | $82,448-83.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.27% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $617 | $1,885-67.3% | $2,505-75.4% | $2,551-75.8% |
| Participant deferral / active EE | $2,740 | $2,870-4.6% | $3,888-29.5% | $4,139-33.8% |
| Admin fee / account holder | $1,860 | $3,804-51.1% | $5,065-63.3% | $7,234-74.3% |