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 | $19,707 | $65,685-70.0% | $57,179-65.5% | $273,961-92.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 24.02% | 21.99%+2.0pp | 14.59%+9.4pp | 41.45%-17.4pp |
| Employer contribution / active EE | $9,131 | $3,279+178.5% | $2,682+240.4% | $4,869+87.5% |
| Participant deferral / active EE | $1,083 | $3,782-71.4% | $3,096-65.0% | $5,287-79.5% |
| Admin fee / account holder | $1,518 | $4,835-68.6% | $3,139-51.6% | $10,132-85.0% |