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 | $21,865 | $211,958-89.7% | $169,463-87.1% | $135,375-83.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.63% | 3.26%-1.6pp | 1.83%-0.2pp | 519.73%-518.1pp |
| Employer contribution / active EE | $1,638 | $5,120-68.0% | $4,159-60.6% | $4,779-65.7% |
| Participant deferral / active EE | $1,657 | $6,075-72.7% | $5,277-68.6% | $5,609-70.5% |
| Admin fee / account holder | $759 | $11,471-93.4% | $9,109-91.7% | $10,827-93.0% |