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 | $29,347 | $96,557-69.6% | $80,975-63.8% | $273,961-89.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.54% | 15.14%-10.6pp | 17.10%-12.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,036 | $4,868-58.2% | $3,714-45.2% | $4,869-58.2% |
| Participant deferral / active EE | $3,319 | $6,598-49.7% | $5,696-41.7% | $5,287-37.2% |
| Admin fee / account holder | $2,678 | $7,492-64.3% | $5,516-51.4% | $10,132-73.6% |