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 | $17,112 | $43,723-60.9% | $121,196-85.9% | $64,186-73.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 4.31% | 68.91%-64.6pp | 16.93%-12.6pp | 7.63%-3.3pp |
| Employer contribution / active EE | $2,007 | $1,296+54.8% | $4,022-50.1% | $2,381-15.7% |
| Participant deferral / active EE | $1,441 | $2,280-36.8% | $3,344-56.9% | $3,470-58.5% |
| Admin fee / account holder | $2,425 | $3,501-30.7% | $5,019-51.7% | $4,888-50.4% |