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 | $35,517 | $65,041-45.4% | $90,951-60.9% | $79,858-55.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.00% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $340 | $1,247-72.7% | $2,122-84.0% | $2,471-86.2% |
| Participant deferral / active EE | $2,259 | $2,512-10.1% | $3,373-33.0% | $3,740-39.6% |
| Admin fee / account holder | $1,483 | $4,536-67.3% | $5,959-75.1% | $5,306-72.1% |