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 | $19,339 | $59,101-67.3% | $77,163-74.9% | $75,163-74.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.30% | 26.71%-9.4pp | 37.87%-20.6pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,158 | $1,995+8.2% | $2,535-14.9% | $2,670-19.2% |
| Participant deferral / active EE | $1,775 | $2,999-40.8% | $3,833-53.7% | $4,125-57.0% |
| Admin fee / account holder | $1,682 | $4,774-64.8% | $5,472-69.3% | $5,651-70.2% |