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 | $32,968 | $70,428-53.2% | $96,562-65.9% | $85,850-61.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.88% | 18.59%-1.7pp | 37.78%-20.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $383 | $1,413-72.9% | $2,356-83.7% | $2,565-85.1% |
| Participant deferral / active EE | $2,264 | $2,894-21.8% | $3,849-41.2% | $3,952-42.7% |
| Admin fee / account holder | $4,532 | $4,997-9.3% | $6,181-26.7% | $6,260-27.6% |