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 | $26,861 | $90,503-70.3% | $78,689-65.9% | $273,961-90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.10% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,358 | $3,176-25.8% | $2,851-17.3% | $4,869-51.6% |
| Participant deferral / active EE | $3,343 | $3,901-14.3% | $3,517-4.9% | $5,287-36.8% |
| Admin fee / account holder | $420 | $5,263-92.0% | $4,510-90.7% | $10,132-95.9% |