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 | $36,237 | $93,071-61.1% | $74,583-51.4% | $273,961-86.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.63% | 26.18%-20.6pp | 20.47%-14.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,735 | $3,160+81.5% | $2,525+127.1% | $4,869+17.8% |
| Participant deferral / active EE | $1,508 | $4,160-63.7% | $3,458-56.4% | $5,287-71.5% |
| Admin fee / account holder | $516 | $5,272-90.2% | $4,138-87.5% | $10,132-94.9% |