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 | $31,852 | $65,685-51.5% | $57,179-44.3% | $273,961-88.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.84% | 21.99%-10.1pp | 14.59%-2.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $2,437 | $3,279-25.7% | $2,682-9.2% | $4,869-50.0% |
| Participant deferral / active EE | $13,200 | $3,782+249.0% | $3,096+326.3% | $5,287+149.7% |
| Admin fee / account holder | $433 | $4,835-91.0% | $3,139-86.2% | $10,132-95.7% |