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 5-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 | $32,758 | $65,685-50.1% | $57,179-42.7% | $273,961-88.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.14% | 21.99%-15.9pp | 14.59%-8.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,198 | $3,279-63.5% | $2,682-55.3% | $4,869-75.4% |
| Participant deferral / active EE | $1,714 | $3,782-54.7% | $3,096-44.7% | $5,287-67.6% |
| Admin fee / account holder | $7,141 | $4,835+47.7% | $3,139+127.5% | $10,132-29.5% |