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 6-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 | $18,217 | $48,230-62.2% | $67,502-73.0% | $80,856-77.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.52% | 18.28%-2.8pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,287 | $2,020-36.3% | $2,731-52.9% | $2,755-53.3% |
| Participant deferral / active EE | $2,348 | $2,924-19.7% | $4,000-41.3% | $4,296-45.3% |
| Admin fee / account holder | $917 | $3,681-75.1% | $3,998-77.1% | $6,918-86.7% |