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 | $26,960 | $58,208-53.7% | $81,812-67.0% | $80,856-66.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.82% | 41.66%-28.8pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,370 | $2,340+1.3% | $2,912-18.6% | $2,755-14.0% |
| Participant deferral / active EE | $2,562 | $3,281-21.9% | $4,319-40.7% | $4,296-40.4% |
| Admin fee / account holder | $5,473 | $4,981+9.9% | $7,386-25.9% | $6,918-20.9% |