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 | $30,628 | $65,685-53.4% | $57,179-46.4% | $273,961-88.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.06% | 21.99%-10.9pp | 14.59%-3.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $4,430 | $3,279+35.1% | $2,682+65.1% | $4,869-9.0% |
| Participant deferral / active EE | $10,500 | $3,782+177.7% | $3,096+239.1% | $5,287+98.6% |
| Admin fee / account holder | $11,504 | $4,835+138.0% | $3,139+266.5% | $10,132+13.5% |