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 | $29,487 | $60,124-51.0% | $90,404-67.4% | $79,858-63.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.61% | 71.94%-53.3pp | 1293.02%-1274.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,577 | $2,068+24.7% | $3,262-21.0% | $2,471+4.3% |
| Participant deferral / active EE | $3,003 | $2,938+2.2% | $3,963-24.2% | $3,740-19.7% |
| Admin fee / account holder | $699 | $3,976-82.4% | $5,611-87.5% | $5,306-86.8% |