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 | $29,279 | $96,557-69.7% | $80,975-63.8% | $273,961-89.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.23% | 15.14%-6.9pp | 17.10%-8.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,226 | $4,868-33.7% | $3,714-13.1% | $4,869-33.7% |
| Participant deferral / active EE | $12,012 | $6,598+82.1% | $5,696+110.9% | $5,287+127.2% |
| Admin fee / account holder | $613 | $7,492-91.8% | $5,516-88.9% | $10,132-93.9% |