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 | $31,215 | $60,124-48.1% | $90,404-65.5% | $79,858-60.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.29% | 71.94%-57.7pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,033 | $2,068-1.7% | $3,262-37.7% | $2,471-17.7% |
| Participant deferral / active EE | $2,886 | $2,938-1.8% | $3,963-27.2% | $3,740-22.8% |
| Admin fee / account holder | $2,484 | $3,976-37.5% | $5,611-55.7% | $5,306-53.2% |