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 | $42,240 | $53,127-20.5% | $86,590-51.2% | $70,131-39.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.09% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,230 | $2,068-40.5% | $2,839-56.7% | $2,342-47.5% |
| Participant deferral / active EE | $2,381 | $2,696-11.7% | $3,609-34.0% | $3,332-28.5% |
| Admin fee / account holder | $2,421 | $3,585-32.5% | $4,906-50.6% | $4,645-47.9% |