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 | $24,609 | $90,503-72.8% | $78,689-68.7% | $273,961-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.58% | 75.60%-66.0pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,214 | $3,176-61.8% | $2,851-57.4% | $4,869-75.1% |
| Participant deferral / active EE | $2,577 | $3,901-34.0% | $3,517-26.7% | $5,287-51.3% |
| Admin fee / account holder | $446 | $5,263-91.5% | $4,510-90.1% | $10,132-95.6% |