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 | $47,523 | $65,685-27.7% | $57,179-16.9% | $273,961-82.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.90% | 21.99%-17.1pp | 14.59%-9.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,873 | $3,279-12.4% | $2,682+7.1% | $4,869-41.0% |
| Participant deferral / active EE | $3,624 | $3,782-4.2% | $3,096+17.0% | $5,287-31.5% |
| Admin fee / account holder | $1,421 | $4,835-70.6% | $3,139-54.7% | $10,132-86.0% |