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 | $18,922 | $39,122-51.6% | $57,179-66.9% | $62,891-69.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 10.88% | 9.23%+1.6pp | 14.59%-3.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,366 | $1,874-27.1% | $2,682-49.1% | $2,281-40.1% |
| Participant deferral / active EE | $1,769 | $2,374-25.5% | $3,096-42.9% | $3,203-44.8% |
| Admin fee / account holder | $364 | $2,592-86.0% | $3,139-88.4% | $4,296-91.5% |