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 | $41,785 | $90,503-53.8% | $78,689-46.9% | $273,961-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.87% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,714 | $3,176-46.0% | $2,851-39.9% | $4,869-64.8% |
| Participant deferral / active EE | $3,382 | $3,901-13.3% | $3,517-3.8% | $5,287-36.0% |
| Admin fee / account holder | $592 | $5,263-88.8% | $4,510-86.9% | $10,132-94.2% |