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 | $39,512 | $51,576-23.4% | $129,207-69.4% | $80,856-51.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.96% | 20.81%-6.8pp | 9417.33%-9403.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $859 | $1,584-45.7% | $4,153-79.3% | $2,755-68.8% |
| Participant deferral / active EE | $2,922 | $2,669+9.5% | $4,168-29.9% | $4,296-32.0% |
| Admin fee / account holder | $1,725 | $4,305-59.9% | $7,715-77.6% | $6,918-75.1% |