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 | $36,510 | $65,685-44.4% | $57,179-36.1% | $273,961-86.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.14% | 21.99%-14.8pp | 14.59%-7.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,765 | $3,279-46.2% | $2,682-34.2% | $4,869-63.8% |
| Participant deferral / active EE | $6,431 | $3,782+70.1% | $3,096+107.7% | $5,287+21.6% |
| Admin fee / account holder | $539 | $4,835-88.8% | $3,139-82.8% | $10,132-94.7% |