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 | $47,783 | $93,346-48.8% | $71,796-33.4% | $273,961-82.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.84% | 130.39%-125.6pp | 78.04%-73.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $343 | $2,733-87.5% | $1,924-82.2% | $4,869-93.0% |
| Participant deferral / active EE | $4,398 | $3,475+26.6% | $2,794+57.4% | $5,287-16.8% |
| Admin fee / account holder | $8,890 | $6,571+35.3% | $4,815+84.6% | $10,132-12.3% |