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 | $59,708 | $88,707-32.7% | $74,183-19.5% | $273,961-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.40% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,006 | $3,159-36.5% | $2,370-15.4% | $4,869-58.8% |
| Participant deferral / active EE | $3,958 | $4,212-6.0% | $3,550+11.5% | $5,287-25.1% |
| Admin fee / account holder | $438 | $8,717-95.0% | $5,586-92.2% | $10,132-95.7% |