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 | $55,628 | $90,503-38.5% | $78,689-29.3% | $273,961-79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.53% | 75.60%-67.1pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,390 | $3,176-56.2% | $2,851-51.2% | $4,869-71.5% |
| Participant deferral / active EE | $9,641 | $3,901+147.1% | $3,517+174.1% | $5,287+82.3% |
| Admin fee / account holder | $568 | $5,263-89.2% | $4,510-87.4% | $10,132-94.4% |