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 | $28,646 | $118,680-75.9% | $98,907-71.0% | $158,922-82.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.16% | 372.35%-360.2pp | 196.43%-184.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,766 | $3,333-47.0% | $2,689-34.3% | $4,761-62.9% |
| Participant deferral / active EE | $1,973 | $5,088-61.2% | $4,244-53.5% | $5,982-67.0% |
| Admin fee / account holder | $11,126 | $10,131+9.8% | $6,642+67.5% | $11,246-1.1% |