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 | $25,534 | $48,795-47.7% | $65,493-61.0% | $84,808-69.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.64% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,015 | $1,930-47.4% | $2,574-60.6% | $2,631-61.4% |
| Participant deferral / active EE | $1,014 | $2,928-65.4% | $3,961-74.4% | $4,212-75.9% |
| Admin fee / account holder | $454 | $3,877-88.3% | $5,028-91.0% | $7,344-93.8% |