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 | $37,697 | $60,124-37.3% | $90,404-58.3% | $79,858-52.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.24% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,137 | $2,068-45.0% | $3,262-65.1% | $2,471-54.0% |
| Participant deferral / active EE | $1,553 | $2,938-47.2% | $3,963-60.8% | $3,740-58.5% |
| Admin fee / account holder | $722 | $3,976-81.8% | $5,611-87.1% | $5,306-86.4% |