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 | $18,612 | $32,037-41.9% | $69,182-73.1% | $62,891-70.4% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 7.24% | 15.16%-7.9pp | -21.93%+29.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $608 | $679-10.4% | $1,206-49.6% | $2,281-73.3% |
| Participant deferral / active EE | $1,489 | $1,185+25.6% | $1,897-21.5% | $3,203-53.5% |
| Admin fee / account holder | $403 | $2,608-84.6% | $2,697-85.1% | $4,296-90.6% |