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 | $27,960 | $49,227-43.2% | $70,449-60.3% | $79,858-65.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.32% | 30.06%-13.7pp | 109.03%-92.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $629 | $2,099-70.1% | $2,737-77.0% | $2,471-74.6% |
| Participant deferral / active EE | $1,257 | $2,768-54.6% | $3,709-66.1% | $3,740-66.4% |
| Admin fee / account holder | $1,099 | $2,878-61.8% | $3,845-71.4% | $5,306-79.3% |