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 | $22,291 | $77,899-71.4% | $149,673-85.1% | $75,163-70.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.31% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $528 | $3,137-83.2% | $4,818-89.0% | $2,670-80.2% |
| Participant deferral / active EE | $1,694 | $3,411-50.3% | $5,680-70.2% | $4,125-58.9% |
| Admin fee / account holder | $7,369 | $5,956+23.7% | $13,210-44.2% | $5,651+30.4% |