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 | $18,175 | $95,416-81.0% | $185,823-90.2% | $85,850-78.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 27.44% | 23.59%+3.9pp | 122.05%-94.6pp | 318.53%-291.1pp |
| Employer contribution / active EE | $2,002 | $3,314-39.6% | $5,167-61.3% | $2,565-22.0% |
| Participant deferral / active EE | $2,156 | $3,423-37.0% | $5,568-61.3% | $3,952-45.5% |
| Admin fee / account holder | $3,336 | $7,213-53.7% | $16,237-79.5% | $6,260-46.7% |