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 5-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 | $29,852 | $64,480-53.7% | $81,382-63.3% | $80,856-63.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.31% | 16.34%-5.0pp | 24.73%-13.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,638 | $1,978+33.4% | $2,463+7.1% | $2,755-4.2% |
| Participant deferral / active EE | $1,696 | $3,094-45.2% | $3,883-56.3% | $4,296-60.5% |
| Admin fee / account holder | $379 | $5,671-93.3% | $5,768-93.4% | $6,918-94.5% |