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 | $20,263 | $65,685-69.2% | $57,179-64.6% | $273,961-92.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 27.13% | 21.99%+5.1pp | 14.59%+12.5pp | 41.45%-14.3pp |
| Employer contribution / active EE | $1,210 | $3,279-63.1% | $2,682-54.9% | $4,869-75.2% |
| Participant deferral / active EE | $5,027 | $3,782+32.9% | $3,096+62.4% | $5,287-4.9% |
| Admin fee / account holder | $1,568 | $4,835-67.6% | $3,139-50.0% | $10,132-84.5% |