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 | $31,729 | $50,958-37.7% | $74,550-57.4% | $64,186-50.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 6.35% | -1.86%+8.2pp | 32.53%-26.2pp | 7.63%-1.3pp |
| Employer contribution / active EE | $1,423 | $1,115+27.6% | $1,961-27.4% | $2,381-40.2% |
| Participant deferral / active EE | $2,308 | $2,301+0.3% | $3,108-25.7% | $3,470-33.5% |
| Admin fee / account holder | $537 | $4,223-87.3% | $5,060-89.4% | $4,888-89.0% |