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 | $23,142 | $52,681-56.1% | $75,781-69.5% | $59,632-61.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 7.32% | 2.95%+4.4pp | 9.68%-2.4pp | 2041.28%-2034.0pp |
| Employer contribution / active EE | $1,726 | $2,193-21.3% | $3,323-48.1% | $2,203-21.6% |
| Participant deferral / active EE | $2,016 | $2,591-22.2% | $3,651-44.8% | $3,192-36.8% |
| Admin fee / account holder | $442 | $3,610-87.7% | $5,299-91.7% | $4,297-89.7% |