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 | $22,345 | $65,685-66.0% | $57,179-60.9% | $273,961-91.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.15% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,476 | $3,279+6.0% | $2,682+29.6% | $4,869-28.6% |
| Participant deferral / active EE | $2,552 | $3,782-32.5% | $3,096-17.6% | $5,287-51.7% |
| Admin fee / account holder | $1,621 | $4,835-66.5% | $3,139-48.4% | $10,132-84.0% |