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 | $18,505 | $90,503-79.6% | $78,689-76.5% | $273,961-93.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.87% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,724 | $3,176-45.7% | $2,851-39.5% | $4,869-64.6% |
| Participant deferral / active EE | $1,115 | $3,901-71.4% | $3,517-68.3% | $5,287-78.9% |
| Admin fee / account holder | $380 | $5,263-92.8% | $4,510-91.6% | $10,132-96.3% |