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 | $16,763 | $52,953-68.3% | $172,739-90.3% | $65,185-74.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.78% | 30.12%-10.3pp | 802.84%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,122 | $2,190-48.7% | $5,143-78.2% | $2,177-48.4% |
| Participant deferral / active EE | $944 | $2,471-61.8% | $5,198-81.8% | $3,514-73.1% |
| Admin fee / account holder | $1,489 | $472+215.6% | $13,954-89.3% | $847+75.8% |