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 | $32,129 | $99,341-67.7% | $84,750-62.1% | $273,961-88.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.97% | 22.93%-16.0pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,435 | $4,214-42.2% | $3,574-31.9% | $4,869-50.0% |
| Participant deferral / active EE | $2,453 | $4,269-42.5% | $3,712-33.9% | $5,287-53.6% |
| Admin fee / account holder | $2,461 | $6,644-63.0% | $5,332-53.8% | $10,132-75.7% |