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 | $67,517 | $93,071-27.5% | $74,583-9.5% | $273,961-75.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.94% | 26.18%-18.2pp | 20.47%-12.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,878 | $3,160+22.7% | $2,525+53.6% | $4,869-20.4% |
| Participant deferral / active EE | $647 | $4,160-84.4% | $3,458-81.3% | $5,287-87.8% |
| Admin fee / account holder | $15,565 | $5,272+195.2% | $4,138+276.2% | $10,132+53.6% |