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 3-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 | $10,323 | $80,717-87.2% | $154,803-93.3% | $84,808-87.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.61% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,751 | $2,761-36.6% | $4,305-59.3% | $2,631-33.4% |
| Participant deferral / active EE | $3,239 | $3,303-2.0% | $5,540-41.5% | $4,212-23.1% |
| Admin fee / account holder | $1,615 | $6,746-76.1% | $14,329-88.7% | $7,344-78.0% |