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 | $20,725 | $48,230-57.0% | $67,502-69.3% | $80,856-74.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.33% | 18.28%-5.9pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,210 | $2,020-40.1% | $2,731-55.7% | $2,755-56.1% |
| Participant deferral / active EE | $1,407 | $2,924-51.9% | $4,000-64.8% | $4,296-67.3% |
| Admin fee / account holder | $4,397 | $3,681+19.4% | $3,998+10.0% | $6,918-36.4% |