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 | $17,019 | $34,308-50.4% | $74,701-77.2% | $72,985-76.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 20.72% | 26.58%-5.9pp | 752.92%-732.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $917 | $692+32.6% | $1,084-15.4% | $2,440-62.4% |
| Participant deferral / active EE | $434 | $1,271-65.8% | $1,964-77.9% | $3,607-88.0% |
| Admin fee / account holder | $333 | $2,124-84.3% | $3,333-90.0% | $5,124-93.5% |