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 | $18,092 | $93,071-80.6% | $74,583-75.7% | $273,961-93.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 15.71% | 26.18%-10.5pp | 20.47%-4.8pp | 41.45%-25.7pp |
| Employer contribution / active EE | $1,392 | $3,160-55.9% | $2,525-44.9% | $4,869-71.4% |
| Participant deferral / active EE | $2,916 | $4,160-29.9% | $3,458-15.7% | $5,287-44.9% |
| Admin fee / account holder | $1,250 | $5,272-76.3% | $4,138-69.8% | $10,132-87.7% |