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 | $45,625 | $65,685-30.5% | $57,179-20.2% | $273,961-83.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.18% | 21.99%-15.8pp | 14.59%-8.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,932 | $3,279-10.6% | $2,682+9.3% | $4,869-39.8% |
| Participant deferral / active EE | $2,932 | $3,782-22.5% | $3,096-5.3% | $5,287-44.5% |
| Admin fee / account holder | $697 | $4,835-85.6% | $3,139-77.8% | $10,132-93.1% |