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 | $24,901 | $49,177-49.4% | $79,464-68.7% | $64,186-61.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 5.22% | -1.16%+6.4pp | 718.14%-712.9pp | 7.63%-2.4pp |
| Employer contribution / active EE | $3,143 | $2,076+51.4% | $2,800+12.2% | $2,381+32.0% |
| Participant deferral / active EE | $1,920 | $2,821-31.9% | $3,704-48.2% | $3,470-44.7% |
| Admin fee / account holder | $874 | $3,839-77.2% | $5,113-82.9% | $4,888-82.1% |