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 | $21,687 | $99,341-78.2% | $84,750-74.4% | $273,961-92.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.18% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,453 | $4,214-41.8% | $3,574-31.4% | $4,869-49.6% |
| Participant deferral / active EE | $2,890 | $4,269-32.3% | $3,712-22.2% | $5,287-45.3% |
| Admin fee / account holder | $1,212 | $6,644-81.8% | $5,332-77.3% | $10,132-88.0% |