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 | $41,857 | $88,707-52.8% | $74,183-43.6% | $273,961-84.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.54% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $7,666 | $3,159+142.7% | $2,370+223.5% | $4,869+57.5% |
| Participant deferral / active EE | $4,420 | $4,212+4.9% | $3,550+24.5% | $5,287-16.4% |
| Admin fee / account holder | $789 | $8,717-90.9% | $5,586-85.9% | $10,132-92.2% |