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 | $37,568 | $49,227-23.7% | $70,449-46.7% | $79,858-53.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.38% | 30.06%-15.7pp | 109.03%-94.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $612 | $2,099-70.8% | $2,737-77.6% | $2,471-75.2% |
| Participant deferral / active EE | $1,879 | $2,768-32.1% | $3,709-49.3% | $3,740-49.8% |
| Admin fee / account holder | $961 | $2,878-66.6% | $3,845-75.0% | $5,306-81.9% |