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 | $32,287 | $96,557-66.6% | $80,975-60.1% | $273,961-88.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.36% | 15.14%-7.8pp | 17.10%-9.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $5,023 | $4,868+3.2% | $3,714+35.2% | $4,869+3.2% |
| Participant deferral / active EE | $5,860 | $6,598-11.2% | $5,696+2.9% | $5,287+10.8% |
| Admin fee / account holder | $880 | $7,492-88.3% | $5,516-84.0% | $10,132-91.3% |