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 | $28,991 | $47,479-38.9% | $62,929-53.9% | $82,448-64.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.88% | 20.34%-6.5pp | 1063.93%-1050.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,029 | $1,885+7.6% | $2,505-19.0% | $2,551-20.5% |
| Participant deferral / active EE | $1,585 | $2,870-44.8% | $3,888-59.2% | $4,139-61.7% |
| Admin fee / account holder | $1,026 | $3,804-73.0% | $5,065-79.8% | $7,234-85.8% |