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 | $19,748 | $58,927-66.5% | $76,817-74.3% | $72,985-72.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.48% | 2305.64%-2287.2pp | 1166.11%-1147.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,517 | $1,787-15.1% | $2,302-34.1% | $2,440-37.8% |
| Participant deferral / active EE | $1,607 | $2,690-40.3% | $3,336-51.8% | $3,607-55.4% |
| Admin fee / account holder | $10,053 | $4,013+150.5% | $6,420+56.6% | $5,124+96.2% |