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 | $19,405 | $52,681-63.2% | $75,781-74.4% | $59,632-67.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.99% | 2.95%-2.0pp | 9.68%-8.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,077 | $2,193-50.9% | $3,323-67.6% | $2,203-51.1% |
| Participant deferral / active EE | $2,539 | $2,591-2.0% | $3,651-30.5% | $3,192-20.4% |
| Admin fee / account holder | $416 | $3,610-88.5% | $5,299-92.2% | $4,297-90.3% |