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 | $22,352 | $107,015-79.1% | $73,545-69.6% | $147,584-84.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 27.55% | 38.25%-10.7pp | -15.16%+42.7pp | 578.55%-551.0pp |
| Employer contribution / active EE | $1,898 | $1,760+7.8% | $1,219+55.7% | $4,876-61.1% |
| Participant deferral / active EE | $8,626 | $2,462+250.4% | $1,806+377.6% | $5,439+58.6% |
| Admin fee / account holder | $979 | $3,055-67.9% | $2,320-57.8% | $10,885-91.0% |