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 | $33,179 | $46,553-28.7% | $64,056-48.2% | $75,163-55.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.84% | 26.03%-14.2pp | 33.69%-21.8pp | 160.62%-148.8pp |
| Employer contribution / active EE | $3,124 | $1,974+58.3% | $2,747+13.7% | $2,670+17.0% |
| Participant deferral / active EE | $1,722 | $2,837-39.3% | $3,880-55.6% | $4,125-58.2% |
| Admin fee / account holder | $758 | $2,952-74.3% | $3,068-75.3% | $5,651-86.6% |