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 | $52,423 | $63,346-17.2% | $92,233-43.2% | $70,131-25.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.34% | 530.12%-515.8pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,024 | $2,471-58.6% | $3,679-72.2% | $2,342-56.3% |
| Participant deferral / active EE | $2,371 | $2,854-16.9% | $3,897-39.2% | $3,332-28.8% |
| Admin fee / account holder | $940 | $3,840-75.5% | $5,194-81.9% | $4,645-79.8% |