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 | $51,522 | $84,233-38.8% | $170,442-69.8% | $70,131-26.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.24% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,615 | $3,387-52.3% | $5,433-70.3% | $2,342-31.1% |
| Participant deferral / active EE | $2,710 | $3,086-12.2% | $4,939-45.1% | $3,332-18.7% |
| Admin fee / account holder | $649 | $5,698-88.6% | $13,880-95.3% | $4,645-86.0% |