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 3-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 | $26,588 | $90,503-70.6% | $78,689-66.2% | $273,961-90.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.97% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,794 | $3,176-43.5% | $2,851-37.1% | $4,869-63.1% |
| Participant deferral / active EE | $698 | $3,901-82.1% | $3,517-80.1% | $5,287-86.8% |
| Admin fee / account holder | $366 | $5,263-93.0% | $4,510-91.9% | $10,132-96.4% |