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 | $18,430 | $90,503-79.6% | $78,689-76.6% | $273,961-93.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.53% | 75.60%-67.1pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,675 | $3,176-47.2% | $2,851-41.2% | $4,869-65.6% |
| Participant deferral / active EE | $1,550 | $3,901-60.3% | $3,517-55.9% | $5,287-70.7% |
| Admin fee / account holder | $4,815 | $5,263-8.5% | $4,510+6.7% | $10,132-52.5% |