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 | $42,307 | $90,503-53.3% | $78,689-46.2% | $273,961-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.86% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,482 | $3,176-53.3% | $2,851-48.0% | $4,869-69.6% |
| Participant deferral / active EE | $7,670 | $3,901+96.6% | $3,517+118.1% | $5,287+45.1% |
| Admin fee / account holder | $503 | $5,263-90.5% | $4,510-88.9% | $10,132-95.0% |