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 | $21,898 | $48,076-54.5% | $78,689-72.2% | $62,891-65.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.46% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $443 | $2,015-78.0% | $2,851-84.5% | $2,281-80.6% |
| Participant deferral / active EE | $1,895 | $2,588-26.8% | $3,517-46.1% | $3,203-40.8% |
| Admin fee / account holder | $712 | $3,207-77.8% | $4,510-84.2% | $4,296-83.4% |