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 | $30,375 | $90,503-66.4% | $78,689-61.4% | $273,961-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.81% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,524 | $3,176-52.0% | $2,851-46.5% | $4,869-68.7% |
| Participant deferral / active EE | $2,903 | $3,901-25.6% | $3,517-17.5% | $5,287-45.1% |
| Admin fee / account holder | $5,220 | $5,263-0.8% | $4,510+15.7% | $10,132-48.5% |