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 | $30,688 | $48,364-36.5% | $71,796-57.3% | $62,891-51.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.12% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $484 | $1,042-53.6% | $1,924-74.9% | $2,281-78.8% |
| Participant deferral / active EE | $1,174 | $2,091-43.9% | $2,794-58.0% | $3,203-63.4% |
| Admin fee / account holder | $977 | $3,771-74.1% | $4,815-79.7% | $4,296-77.2% |