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 | $26,961 | $60,124-55.2% | $90,404-70.2% | $79,858-66.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.69% | 71.94%-57.3pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,383 | $2,068+15.2% | $3,262-27.0% | $2,471-3.6% |
| Participant deferral / active EE | $1,724 | $2,938-41.3% | $3,963-56.5% | $3,740-53.9% |
| Admin fee / account holder | $2,245 | $3,976-43.5% | $5,611-60.0% | $5,306-57.7% |