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 | $48,230-21.4% | $67,502-43.8% | $80,856-53.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.60% | 18.28%-1.7pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,104 | $2,020-45.3% | $2,731-59.6% | $2,755-59.9% |
| Participant deferral / active EE | $3,175 | $2,924+8.6% | $4,000-20.6% | $4,296-26.1% |
| Admin fee / account holder | $345 | $3,681-90.6% | $3,998-91.4% | $6,918-95.0% |