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 | $11,501 | $107,015-89.3% | $73,545-84.4% | $147,584-92.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.62% | 38.25%-21.6pp | -15.16%+31.8pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,344 | $1,760-23.6% | $1,219+10.3% | $4,876-72.4% |
| Participant deferral / active EE | $1,423 | $2,462-42.2% | $1,806-21.2% | $5,439-73.8% |
| Admin fee / account holder | $314 | $3,055-89.7% | $2,320-86.5% | $10,885-97.1% |