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 | $28,102 | $77,899-63.9% | $149,673-81.2% | $75,163-62.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.47% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,227 | $3,137-29.0% | $4,818-53.8% | $2,670-16.6% |
| Participant deferral / active EE | $4,568 | $3,411+33.9% | $5,680-19.6% | $4,125+10.7% |
| Admin fee / account holder | $1,556 | $5,956-73.9% | $13,210-88.2% | $5,651-72.5% |