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 | $23,273 | $88,707-73.8% | $74,183-68.6% | $273,961-91.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.87% | 11.94%+4.9pp | 17.74%-0.9pp | 41.45%-24.6pp |
| Employer contribution / active EE | $1,999 | $3,159-36.7% | $2,370-15.6% | $4,869-58.9% |
| Participant deferral / active EE | $4,852 | $4,212+15.2% | $3,550+36.7% | $5,287-8.2% |
| Admin fee / account holder | $663 | $8,717-92.4% | $5,586-88.1% | $10,132-93.5% |