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 | $22,362 | $55,453-59.7% | $170,442-86.9% | $62,292-64.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.80% | 21.38%-8.6pp | 205.93%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,458 | $2,164-32.6% | $5,433-73.2% | $2,042-28.6% |
| Participant deferral / active EE | $829 | $2,303-64.0% | $4,939-83.2% | $3,169-73.8% |
| Admin fee / account holder | $870 | $455+91.2% | $13,880-93.7% | $479+81.5% |