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 | $49,612 | $93,346-46.9% | $71,796-30.9% | $273,961-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.18% | 130.39%-122.2pp | 78.04%-69.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,432 | $2,733-47.6% | $1,924-25.6% | $4,869-70.6% |
| Participant deferral / active EE | $1,835 | $3,475-47.2% | $2,794-34.3% | $5,287-65.3% |
| Admin fee / account holder | $947 | $6,571-85.6% | $4,815-80.3% | $10,132-90.7% |