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 | $26,645 | $96,956-72.5% | $70,014-61.9% | $273,961-90.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 9.86% | 12.93%-3.1pp | 12.99%-3.1pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,053 | $3,316-68.2% | $2,338-55.0% | $4,869-78.4% |
| Participant deferral / active EE | $1,418 | $3,744-62.1% | $2,931-51.6% | $5,287-73.2% |
| Admin fee / account holder | $379 | $7,934-95.2% | $4,380-91.3% | $10,132-96.3% |