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 | $43,818 | $58,828-25.5% | $77,999-43.8% | $62,891-30.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.18% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,512 | $1,672-9.5% | $2,470-38.8% | $2,281-33.7% |
| Participant deferral / active EE | $1,934 | $2,686-28.0% | $3,497-44.7% | $3,203-39.6% |
| Admin fee / account holder | $1,241 | $4,393-71.7% | $5,480-77.4% | $4,296-71.1% |