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 | $13,271 | $102,616-87.1% | $81,983-83.8% | $158,922-91.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.30% | 61.04%-50.7pp | 41.31%-31.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,692 | $3,240-47.8% | $2,498-32.3% | $4,761-64.5% |
| Participant deferral / active EE | $2,327 | $4,648-49.9% | $3,722-37.5% | $5,982-61.1% |
| Admin fee / account holder | $2,121 | $8,235-74.2% | $5,664-62.6% | $11,246-81.1% |