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 | $41,957 | $90,503-53.6% | $78,689-46.7% | $273,961-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.49% | 75.60%-72.1pp | 62.18%-58.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $4,137 | $3,176+30.3% | $2,851+45.1% | $4,869-15.0% |
| Participant deferral / active EE | $1,069 | $3,901-72.6% | $3,517-69.6% | $5,287-79.8% |
| Admin fee / account holder | $8,260 | $5,263+56.9% | $4,510+83.1% | $10,132-18.5% |