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 | $68,956 | $88,707-22.3% | $74,183-7.0% | $273,961-74.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | 11.94%-5.2pp | 17.74%-11.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,940 | $3,159+24.7% | $2,370+66.2% | $4,869-19.1% |
| Participant deferral / active EE | $6,000 | $4,212+42.5% | $3,550+69.0% | $5,287+13.5% |
| Admin fee / account holder | $610 | $8,717-93.0% | $5,586-89.1% | $10,132-94.0% |