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 | $16,777 | $48,230-65.2% | $67,502-75.1% | $80,856-79.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.22% | 18.28%-6.1pp | 3512.12%-3499.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,139 | $2,020+5.9% | $2,731-21.7% | $2,755-22.4% |
| Participant deferral / active EE | $2,540 | $2,924-13.1% | $4,000-36.5% | $4,296-40.9% |
| Admin fee / account holder | $502 | $3,681-86.4% | $3,998-87.4% | $6,918-92.7% |