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 | $78,615 | $105,630-25.6% | $87,507-10.2% | $273,961-71.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.56% | 12.25%-0.7pp | 12.21%-0.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,667 | $3,141-46.9% | $2,550-34.6% | $4,869-65.8% |
| Participant deferral / active EE | $2,258 | $3,601-37.3% | $3,149-28.3% | $5,287-57.3% |
| Admin fee / account holder | $1,053 | $4,781-78.0% | $4,221-75.1% | $10,132-89.6% |