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 | $22,191 | $58,694-62.2% | $142,863-84.5% | $85,850-74.2% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 14.31% | 27.72%-13.4pp | 5637.54%-5623.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,370 | $1,423-3.7% | $4,144-66.9% | $2,565-46.6% |
| Participant deferral / active EE | $1,724 | $2,607-33.9% | $3,837-55.1% | $3,952-56.4% |
| Admin fee / account holder | $369 | $4,239-91.3% | $6,560-94.4% | $6,260-94.1% |