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 4-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 | $38,521 | $48,795-21.1% | $65,493-41.2% | $84,808-54.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.23% | 20.20%-3.0pp | 982.45%-965.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,722 | $1,930-10.8% | $2,574-33.1% | $2,631-34.6% |
| Participant deferral / active EE | $2,234 | $2,928-23.7% | $3,961-43.6% | $4,212-47.0% |
| Admin fee / account holder | $874 | $3,877-77.5% | $5,028-82.6% | $7,344-88.1% |