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 | $47,441 | $65,685-27.8% | $57,179-17.0% | $273,961-82.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.76% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,362 | $3,279-28.0% | $2,682-12.0% | $4,869-51.5% |
| Participant deferral / active EE | $3,695 | $3,782-2.3% | $3,096+19.4% | $5,287-30.1% |
| Admin fee / account holder | $1,226 | $4,835-74.6% | $3,139-60.9% | $10,132-87.9% |