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 | $20,856 | $93,071-77.6% | $74,583-72.0% | $273,961-92.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.87% | 26.18%-19.3pp | 20.47%-13.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,688 | $3,160+16.7% | $2,525+46.1% | $4,869-24.3% |
| Participant deferral / active EE | $2,201 | $4,160-47.1% | $3,458-36.4% | $5,287-58.4% |
| Admin fee / account holder | $418 | $5,272-92.1% | $4,138-89.9% | $10,132-95.9% |