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 | $28,456 | $70,756-59.8% | $65,493-56.6% | $142,382-80.0% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 14.04% | 1754.89%-1740.9pp | 982.45%-968.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,212 | $2,881-57.9% | $2,574-52.9% | $4,299-71.8% |
| Participant deferral / active EE | $2,185 | $4,637-52.9% | $3,961-44.8% | $6,507-66.4% |
| Admin fee / account holder | $936 | $6,559-85.7% | $5,028-81.4% | $12,624-92.6% |