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 | $29,624 | $90,503-67.3% | $78,689-62.4% | $273,961-89.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $549 | $3,176-82.7% | $2,851-80.7% | $4,869-88.7% |
| Participant deferral / active EE | $3,943 | $3,901+1.1% | $3,517+12.1% | $5,287-25.4% |
| Admin fee / account holder | $4,963 | $5,263-5.7% | $4,510+10.0% | $10,132-51.0% |