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 | $32,742 | $47,944-31.7% | $67,834-51.7% | $62,891-47.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.04% | 11.77%-5.7pp | 138.47%-132.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $766 | $1,562-51.0% | $2,403-68.1% | $2,281-66.4% |
| Participant deferral / active EE | $1,608 | $2,247-28.4% | $3,160-49.1% | $3,203-49.8% |
| Admin fee / account holder | $1,152 | $3,712-69.0% | $4,622-75.1% | $4,296-73.2% |