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 | $49,467 | $93,346-47.0% | $71,796-31.1% | $273,961-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.99% | 130.39%-123.4pp | 78.04%-71.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $969 | $2,733-64.6% | $1,924-49.7% | $4,869-80.1% |
| Participant deferral / active EE | $3,227 | $3,475-7.1% | $2,794+15.5% | $5,287-39.0% |
| Admin fee / account holder | $2,726 | $6,571-58.5% | $4,815-43.4% | $10,132-73.1% |