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 | $34,039 | $58,828-42.1% | $77,999-56.4% | $62,891-45.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.31% | 17.16%-11.8pp | 425.96%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $596 | $1,672-64.3% | $2,470-75.9% | $2,281-73.9% |
| Participant deferral / active EE | $2,284 | $2,686-14.9% | $3,497-34.7% | $3,203-28.7% |
| Admin fee / account holder | $1,626 | $4,393-63.0% | $5,480-70.3% | $4,296-62.2% |