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 | $25,477 | $84,233-69.8% | $170,442-85.1% | $70,131-63.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.34% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,359 | $3,387-59.9% | $5,433-75.0% | $2,342-42.0% |
| Participant deferral / active EE | $1,393 | $3,086-54.8% | $4,939-71.8% | $3,332-58.2% |
| Admin fee / account holder | $505 | $5,698-91.1% | $13,880-96.4% | $4,645-89.1% |