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 | $15,631 | $80,717-80.6% | $154,803-89.9% | $84,808-81.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.12% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,089 | $2,761-60.6% | $4,305-74.7% | $2,631-58.6% |
| Participant deferral / active EE | $1,648 | $3,303-50.1% | $5,540-70.3% | $4,212-60.9% |
| Admin fee / account holder | $1,649 | $6,746-75.6% | $14,329-88.5% | $7,344-77.5% |