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 | $37,658 | $48,076-21.7% | $78,689-52.1% | $62,891-40.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.26% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $648 | $2,015-67.9% | $2,851-77.3% | $2,281-71.6% |
| Participant deferral / active EE | $1,805 | $2,588-30.3% | $3,517-48.7% | $3,203-43.6% |
| Admin fee / account holder | $512 | $3,207-84.0% | $4,510-88.7% | $4,296-88.1% |