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 | $33,269 | $90,503-63.2% | $78,689-57.7% | $273,961-87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.46% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,488 | $3,176-21.6% | $2,851-12.7% | $4,869-48.9% |
| Participant deferral / active EE | $3,440 | $3,901-11.8% | $3,517-2.2% | $5,287-34.9% |
| Admin fee / account holder | $700 | $5,263-86.7% | $4,510-84.5% | $10,132-93.1% |