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 6-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 | $24,648 | $77,899-68.4% | $149,673-83.5% | $75,163-67.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.14% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,852 | $3,137-9.1% | $4,818-40.8% | $2,670+6.8% |
| Participant deferral / active EE | $3,111 | $3,411-8.8% | $5,680-45.2% | $4,125-24.6% |
| Admin fee / account holder | $1,186 | $5,956-80.1% | $13,210-91.0% | $5,651-79.0% |