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 | $55,545 | $96,557-42.5% | $80,975-31.4% | $273,961-79.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.42% | 15.14%-6.7pp | 17.10%-8.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,789 | $4,868-42.7% | $3,714-24.9% | $4,869-42.7% |
| Participant deferral / active EE | $4,375 | $6,598-33.7% | $5,696-23.2% | $5,287-17.3% |
| Admin fee / account holder | $3,315 | $7,492-55.8% | $5,516-39.9% | $10,132-67.3% |