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 | $36,501 | $65,703-44.4% | $94,224-61.3% | $59,632-38.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 3.65% | 5.22%-1.6pp | 10.68%-7.0pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $3,630 | $2,021+79.7% | $3,587+1.2% | $2,203+64.8% |
| Participant deferral / active EE | $3,395 | $3,143+8.0% | $4,320-21.4% | $3,192+6.4% |
| Admin fee / account holder | $488 | $4,264-88.6% | $6,269-92.2% | $4,297-88.7% |