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 | $19,134 | $60,022-68.1% | $88,946-78.5% | $84,808-77.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 34.56% | 22.43%+12.1pp | 57.82%-23.3pp | 40.90%-6.3pp |
| Employer contribution / active EE | $785 | $1,703-53.9% | $2,555-69.3% | $2,631-70.2% |
| Participant deferral / active EE | $2,110 | $3,114-32.2% | $4,581-53.9% | $4,212-49.9% |
| Admin fee / account holder | $1,879 | $4,811-60.9% | $8,261-77.3% | $7,344-74.4% |