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 | $28,370 | $49,177-42.3% | $79,464-64.3% | $64,186-55.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 8.45% | -1.16%+9.6pp | 718.14%-709.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,397 | $2,076-32.7% | $2,800-50.1% | $2,381-41.3% |
| Participant deferral / active EE | $2,759 | $2,821-2.2% | $3,704-25.5% | $3,470-20.5% |
| Admin fee / account holder | $942 | $3,839-75.5% | $5,113-81.6% | $4,888-80.7% |