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 | $28,214 | $29,660-4.9% | $56,411-50.0% | $80,856-65.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 17.54% | 35.23%-17.7pp | 1701.33%-1683.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,903 | $669+184.2% | $1,039+83.2% | $2,755-30.9% |
| Participant deferral / active EE | $2,519 | $1,226+105.4% | $1,952+29.0% | $4,296-41.4% |
| Admin fee / account holder | $3,070 | $2,428+26.5% | $2,829+8.5% | $6,918-55.6% |