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 | $33,724 | $136,307-75.3% | $106,619-68.4% | $273,961-87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.61% | 11.05%-9.4pp | 9.42%-7.8pp | 41.45%-39.8pp |
| Employer contribution / active EE | $7,179 | $5,190+38.3% | $3,947+81.9% | $4,869+47.5% |
| Participant deferral / active EE | $5,060 | $4,969+1.8% | $3,930+28.8% | $5,287-4.3% |
| Admin fee / account holder | $31,597 | $8,625+266.3% | $6,418+392.3% | $10,132+211.9% |