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 | $15,518 | $91,190-83.0% | $178,490-91.3% | $79,858-80.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 28.88% | 24.19%+4.7pp | 151.07%-122.2pp | 31.71%-2.8pp |
| Employer contribution / active EE | $1,328 | $3,256-59.2% | $5,011-73.5% | $2,471-46.2% |
| Participant deferral / active EE | $2,928 | $3,236-9.5% | $5,202-43.7% | $3,740-21.7% |
| Admin fee / account holder | $330 | $6,751-95.1% | $13,984-97.6% | $5,306-93.8% |