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 | $55,242 | $65,685-15.9% | $57,179-3.4% | $273,961-79.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.62% | 21.99%-12.4pp | 14.59%-5.0pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,215 | $3,279-62.9% | $2,682-54.7% | $4,869-75.0% |
| Participant deferral / active EE | $13,995 | $3,782+270.1% | $3,096+352.0% | $5,287+164.7% |
| Admin fee / account holder | $784 | $4,835-83.8% | $3,139-75.0% | $10,132-92.3% |