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 | $19,961 | $66,402-69.9% | $109,895-81.8% | $85,850-76.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 15.49% | 19.59%-4.1pp | 29.45%-14.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $681 | $1,687-59.7% | $2,842-76.0% | $2,565-73.5% |
| Participant deferral / active EE | $2,143 | $2,842-24.6% | $4,048-47.0% | $3,952-45.8% |
| Admin fee / account holder | $2,231 | $4,557-51.0% | $6,066-63.2% | $6,260-64.4% |