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 | $17,283 | $81,248-78.7% | $155,509-88.9% | $80,856-78.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.91% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,231 | $3,100-28.1% | $4,672-52.3% | $2,755-19.0% |
| Participant deferral / active EE | $1,388 | $3,452-59.8% | $5,626-75.3% | $4,296-67.7% |
| Admin fee / account holder | $830 | $7,997-89.6% | $15,912-94.8% | $6,918-88.0% |