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 | $22,939 | $77,899-70.6% | $149,673-84.7% | $75,163-69.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.27% | 31.72%-11.5pp | 134.42%-114.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,306 | $3,137-26.5% | $4,818-52.1% | $2,670-13.6% |
| Participant deferral / active EE | $2,130 | $3,411-37.5% | $5,680-62.5% | $4,125-48.4% |
| Admin fee / account holder | $1,471 | $5,956-75.3% | $13,210-88.9% | $5,651-74.0% |