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 | $23,671 | $95,193-75.1% | $76,523-69.1% | $135,375-82.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 7.59% | 4.85%+2.7pp | -0.27%+7.9pp | 519.73%-512.1pp |
| Employer contribution / active EE | $6,709 | $3,302+103.2% | $2,647+153.4% | $4,779+40.4% |
| Participant deferral / active EE | $2,314 | $4,639-50.1% | $3,835-39.7% | $5,609-58.7% |
| Admin fee / account holder | $1,640 | $6,249-73.7% | $4,848-66.2% | $10,827-84.9% |