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 | $29,976 | $90,503-66.9% | $78,689-61.9% | $273,961-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.64% | 75.60%-73.0pp | 62.18%-59.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $3,655 | $3,176+15.1% | $2,851+28.2% | $4,869-24.9% |
| Participant deferral / active EE | $662 | $3,901-83.0% | $3,517-81.2% | $5,287-87.5% |
| Admin fee / account holder | $2,096 | $5,263-60.2% | $4,510-53.5% | $10,132-79.3% |