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 | $14,987 | $64,307-76.7% | $57,343-73.9% | $125,391-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.47% | 25.12%-24.7pp | 24.39%-23.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,235 | $3,193-30.0% | $2,689-16.9% | $4,866-54.1% |
| Participant deferral / active EE | $6,613 | $3,848+71.8% | $3,162+109.1% | $5,352+23.6% |
| Admin fee / account holder | $16,702 | $5,242+218.6% | $3,356+397.7% | $9,540+75.1% |