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 | $27,440 | $133,922-79.5% | $116,228-76.4% | $142,382-80.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.60% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,357 | $3,446-60.6% | $2,994-54.7% | $4,299-68.4% |
| Participant deferral / active EE | $2,698 | $5,672-52.4% | $4,953-45.5% | $6,507-58.5% |
| Admin fee / account holder | $49,839 | $14,945+233.5% | $11,989+315.7% | $12,624+294.8% |