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 | $20,754 | $60,124-65.5% | $90,404-77.0% | $79,858-74.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.93% | 71.94%-60.0pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,817 | $2,068-12.1% | $3,262-44.3% | $2,471-26.4% |
| Participant deferral / active EE | $1,919 | $2,938-34.7% | $3,963-51.6% | $3,740-48.7% |
| Admin fee / account holder | $1,681 | $3,976-57.7% | $5,611-70.0% | $5,306-68.3% |