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 | $33,636 | $90,503-62.8% | $78,689-57.3% | $273,961-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.30% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,671 | $3,176+47.1% | $2,851+63.8% | $4,869-4.1% |
| Participant deferral / active EE | $5,071 | $3,901+30.0% | $3,517+44.2% | $5,287-4.1% |
| Admin fee / account holder | $885 | $5,263-83.2% | $4,510-80.4% | $10,132-91.3% |