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 | $56,500 | $105,630-46.5% | $87,507-35.4% | $273,961-79.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.81% | 12.25%-4.4pp | 12.21%-4.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,905 | $3,141-39.3% | $2,550-25.3% | $4,869-60.9% |
| Participant deferral / active EE | $577 | $3,601-84.0% | $3,149-81.7% | $5,287-89.1% |
| Admin fee / account holder | $1,446 | $4,781-69.8% | $4,221-65.7% | $10,132-85.7% |