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 | $37,907 | $48,277-21.5% | $67,511-43.8% | $80,874-53.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.60% | 18.27%-1.7pp | 3517.41%-3500.8pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,104 | $2,021-45.4% | $2,733-59.6% | $2,756-59.9% |
| Participant deferral / active EE | $3,175 | $2,926+8.5% | $4,000-20.6% | $4,297-26.1% |
| Admin fee / account holder | $345 | $3,687-90.7% | $3,999-91.4% | $6,935-95.0% |