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 | $23,059 | $96,557-76.1% | $80,975-71.5% | $273,961-91.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.78% | 15.14%-4.4pp | 17.10%-6.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $4,108 | $4,868-15.6% | $3,714+10.6% | $4,869-15.6% |
| Participant deferral / active EE | $6,114 | $6,598-7.3% | $5,696+7.3% | $5,287+15.6% |
| Admin fee / account holder | $566 | $7,492-92.4% | $5,516-89.7% | $10,132-94.4% |