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 | $48,270 | $65,685-26.5% | $57,179-15.6% | $273,961-82.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.08% | 21.99%-14.9pp | 14.59%-7.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,563 | $3,279+8.7% | $2,682+32.8% | $4,869-26.8% |
| Participant deferral / active EE | $6,107 | $3,782+61.5% | $3,096+97.2% | $5,287+15.5% |
| Admin fee / account holder | $883 | $4,835-81.7% | $3,139-71.9% | $10,132-91.3% |