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 | $21,075 | $69,207-69.5% | $64,056-67.1% | $139,434-84.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.11% | 45.88%-20.8pp | 33.69%-8.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,145 | $3,182-64.0% | $2,747-58.3% | $4,751-75.9% |
| Participant deferral / active EE | $8,436 | $4,682+80.2% | $3,880+117.4% | $6,710+25.7% |
| Admin fee / account holder | $1,291 | $4,244-69.6% | $3,068-57.9% | $11,403-88.7% |