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 | $41,628 | $58,828-29.2% | $77,999-46.6% | $62,891-33.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.92% | 17.16%-12.2pp | 425.96%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,071 | $1,672-35.9% | $2,470-56.6% | $2,281-53.0% |
| Participant deferral / active EE | $2,934 | $2,686+9.2% | $3,497-16.1% | $3,203-8.4% |
| Admin fee / account holder | $1,965 | $4,393-55.3% | $5,480-64.2% | $4,296-54.3% |