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 | $45,768 | $71,050-35.6% | $93,606-51.1% | $80,856-43.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.58% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $650 | $1,564-58.4% | $2,420-73.1% | $2,755-76.4% |
| Participant deferral / active EE | $3,277 | $4,034-18.8% | $4,411-25.7% | $4,296-23.7% |
| Admin fee / account holder | $6,696 | $6,945-3.6% | $8,285-19.2% | $6,918-3.2% |