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 | $48,976 | $93,346-47.5% | $71,796-31.8% | $273,961-82.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.08% | 130.39%-121.3pp | 78.04%-69.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,218 | $2,733-55.4% | $1,924-36.7% | $4,869-75.0% |
| Participant deferral / active EE | $2,568 | $3,475-26.1% | $2,794-8.1% | $5,287-51.4% |
| Admin fee / account holder | $447 | $6,571-93.2% | $4,815-90.7% | $10,132-95.6% |