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 | $37,790 | $96,557-60.9% | $80,975-53.3% | $273,961-86.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.92% | 15.14%-6.2pp | 17.10%-8.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,158 | $4,868-76.2% | $3,714-68.8% | $4,869-76.2% |
| Participant deferral / active EE | $2,905 | $6,598-56.0% | $5,696-49.0% | $5,287-45.0% |
| Admin fee / account holder | $3,074 | $7,492-59.0% | $5,516-44.3% | $10,132-69.7% |