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 | $45,619 | $90,503-49.6% | $78,689-42.0% | $273,961-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.69% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $568 | $3,176-82.1% | $2,851-80.1% | $4,869-88.3% |
| Participant deferral / active EE | $1,035 | $3,901-73.5% | $3,517-70.6% | $5,287-80.4% |
| Admin fee / account holder | $514 | $5,263-90.2% | $4,510-88.6% | $10,132-94.9% |