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 | $30,590 | $88,707-65.5% | $74,183-58.8% | $273,961-88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.26% | 11.94%-2.7pp | 17.74%-8.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,826 | $3,159+21.1% | $2,370+61.4% | $4,869-21.4% |
| Participant deferral / active EE | $2,743 | $4,212-34.9% | $3,550-22.7% | $5,287-48.1% |
| Admin fee / account holder | $1,492 | $8,717-82.9% | $5,586-73.3% | $10,132-85.3% |