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 | $28,661 | $48,230-40.6% | $67,502-57.5% | $80,856-64.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.25% | 18.28%-2.0pp | 3512.12%-3495.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,458 | $2,020-27.8% | $2,731-46.6% | $2,755-47.1% |
| Participant deferral / active EE | $943 | $2,924-67.8% | $4,000-76.4% | $4,296-78.1% |
| Admin fee / account holder | $4,226 | $3,681+14.8% | $3,998+5.7% | $6,918-38.9% |