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 | $31,188 | $46,553-33.0% | $64,056-51.3% | $75,163-58.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.07% | 26.03%-12.0pp | 33.69%-19.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $590 | $1,974-70.1% | $2,747-78.5% | $2,670-77.9% |
| Participant deferral / active EE | $3,216 | $2,837+13.4% | $3,880-17.1% | $4,125-22.0% |
| Admin fee / account holder | $9,671 | $2,952+227.6% | $3,068+215.2% | $5,651+71.1% |