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 | $20,010 | $48,364-58.6% | $71,796-72.1% | $62,891-68.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.88% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,341 | $1,042+28.7% | $1,924-30.3% | $2,281-41.2% |
| Participant deferral / active EE | $2,802 | $2,091+34.0% | $2,794+0.3% | $3,203-12.5% |
| Admin fee / account holder | $34,262 | $3,771+808.5% | $4,815+611.6% | $4,296+697.6% |