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 | $28,754 | $90,503-68.2% | $78,689-63.5% | $273,961-89.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.37% | 75.60%-73.2pp | 62.18%-59.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $4,090 | $3,176+28.8% | $2,851+43.5% | $4,869-16.0% |
| Participant deferral / active EE | $12,224 | $3,901+213.3% | $3,517+247.6% | $5,287+131.2% |
| Admin fee / account holder | $64,389 | $5,263+1123.4% | $4,510+1327.6% | $10,132+535.5% |