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 | $23,430 | $40,256-41.8% | $57,343-59.1% | $59,632-60.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.70% | 27.49%-26.8pp | 24.39%-23.7pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,185 | $1,922+13.7% | $2,689-18.7% | $2,203-0.8% |
| Participant deferral / active EE | $715 | $2,399-70.2% | $3,162-77.4% | $3,192-77.6% |
| Admin fee / account holder | $2,683 | $2,818-4.8% | $3,356-20.0% | $4,297-37.6% |