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 | $42,149 | $90,503-53.4% | $78,689-46.4% | $273,961-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.20% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,285 | $3,176-59.5% | $2,851-54.9% | $4,869-73.6% |
| Participant deferral / active EE | $3,652 | $3,901-6.4% | $3,517+3.8% | $5,287-30.9% |
| Admin fee / account holder | $2,206 | $5,263-58.1% | $4,510-51.1% | $10,132-78.2% |