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 | $42,948 | $89,355-51.9% | $141,162-69.6% | $72,985-41.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.87% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,883 | $3,114-39.5% | $4,735-60.2% | $2,440-22.8% |
| Participant deferral / active EE | $2,684 | $5,418-50.5% | $6,709-60.0% | $3,607-25.6% |
| Admin fee / account holder | $954 | $5,958-84.0% | $10,261-90.7% | $5,124-81.4% |