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 | $28,960 | $53,777-46.1% | $134,143-78.4% | $79,858-63.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.69% | 19.01%-3.3pp | 36.33%-20.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,675 | $2,420+51.9% | $3,499+5.0% | $3,740-1.7% |
| Admin fee / account holder | $637 | $3,984-84.0% | $6,684-90.5% | $5,306-88.0% |