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 | $35,180 | $93,346-62.3% | $71,796-51.0% | $273,961-87.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 6.70% | 130.39%-123.7pp | 78.04%-71.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,221 | $2,733-55.3% | $1,924-36.5% | $4,869-74.9% |
| Participant deferral / active EE | $1,939 | $3,475-44.2% | $2,794-30.6% | $5,287-63.3% |
| Admin fee / account holder | $78,248 | $6,571+1090.9% | $4,815+1525.1% | $10,132+672.3% |