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 | $27,489 | $78,672-65.1% | $109,143-74.8% | $85,850-68.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.64% | 25.09%-12.4pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,130 | $2,735-58.7% | $3,722-69.6% | $2,565-55.9% |
| Participant deferral / active EE | $3,551 | $3,467+2.4% | $4,653-23.7% | $3,952-10.1% |
| Admin fee / account holder | $2,644 | $5,469-51.6% | $6,752-60.8% | $6,260-57.8% |