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 | $38,156 | $90,503-57.8% | $78,689-51.5% | $273,961-86.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.33% | 75.60%-68.3pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,413 | $3,176-55.5% | $2,851-50.4% | $4,869-71.0% |
| Participant deferral / active EE | $8,551 | $3,901+119.2% | $3,517+143.2% | $5,287+61.7% |
| Admin fee / account holder | $359 | $5,263-93.2% | $4,510-92.0% | $10,132-96.5% |