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 | $28,112 | $57,281-50.9% | $86,612-67.5% | $75,163-62.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.72% | 2670.75%-2657.0pp | 591.07%-577.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,778 | $2,314-23.2% | $3,022-41.2% | $2,670-33.4% |
| Participant deferral / active EE | $1,741 | $3,318-47.5% | $4,438-60.8% | $4,125-57.8% |
| Admin fee / account holder | $433 | $4,112-89.5% | $5,614-92.3% | $5,651-92.3% |