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 | $37,413 | $88,707-57.8% | $74,183-49.6% | $273,961-86.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.27% | 11.94%-5.7pp | 17.74%-11.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,164 | $3,159-31.5% | $2,370-8.7% | $4,869-55.6% |
| Participant deferral / active EE | $4,945 | $4,212+17.4% | $3,550+39.3% | $5,287-6.5% |
| Admin fee / account holder | $431 | $8,717-95.1% | $5,586-92.3% | $10,132-95.7% |