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 | $34,881 | $65,685-46.9% | $57,179-39.0% | $273,961-87.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.94% | 21.99%-18.0pp | 14.59%-10.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,026 | $3,279-7.7% | $2,682+12.8% | $4,869-37.9% |
| Participant deferral / active EE | $8,009 | $3,782+111.8% | $3,096+158.7% | $5,287+51.5% |
| Admin fee / account holder | $13,187 | $4,835+172.8% | $3,139+320.1% | $10,132+30.2% |