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 | $25,373 | $65,685-61.4% | $57,179-55.6% | $273,961-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.39% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $7,413 | $3,279+126.1% | $2,682+176.4% | $4,869+52.3% |
| Participant deferral / active EE | $4,983 | $3,782+31.8% | $3,096+60.9% | $5,287-5.8% |
| Admin fee / account holder | $6,552 | $4,835+35.5% | $3,139+108.7% | $10,132-35.3% |