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 | $22,334 | $76,000-70.6% | $154,107-85.5% | $64,186-65.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 13.71% | 30.32%-16.6pp | 735.12%-721.4pp | 7.63%+6.1pp |
| Employer contribution / active EE | $2,329 | $3,351-30.5% | $5,298-56.0% | $2,381-2.2% |
| Participant deferral / active EE | $3,172 | $3,175-0.1% | $5,081-37.6% | $3,470-8.6% |
| Admin fee / account holder | $1,416 | $5,596-74.7% | $13,411-89.4% | $4,888-71.0% |