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 | $30,340 | $49,177-38.3% | $79,464-61.8% | $64,186-52.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 8.79% | -1.16%+10.0pp | 718.14%-709.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,379 | $2,076-33.6% | $2,800-50.8% | $2,381-42.1% |
| Participant deferral / active EE | $3,102 | $2,821+9.9% | $3,704-16.2% | $3,470-10.6% |
| Admin fee / account holder | $1,264 | $3,839-67.1% | $5,113-75.3% | $4,888-74.1% |