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 | $25,939 | $48,364-46.4% | $71,796-63.9% | $62,891-58.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $847 | $1,042-18.7% | $1,924-56.0% | $2,281-62.9% |
| Participant deferral / active EE | $3,308 | $2,091+58.2% | $2,794+18.4% | $3,203+3.3% |
| Admin fee / account holder | $2,965 | $3,771-21.4% | $4,815-38.4% | $4,296-31.0% |