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 | $31,341 | $53,822-41.8% | $75,696-58.6% | $85,850-63.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 20.47% | 24.54%-4.1pp | 104.53%-84.1pp | 318.53%-298.1pp |
| Employer contribution / active EE | $2,565 | $2,017+27.2% | $2,743-6.5% | $2,5650% |
| Participant deferral / active EE | $2,843 | $2,895-1.8% | $3,821-25.6% | $3,952-28.1% |
| Admin fee / account holder | $644 | $3,343-80.7% | $3,619-82.2% | $6,260-89.7% |