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 | $16,528 | $93,071-82.2% | $74,583-77.8% | $273,961-94.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.59% | 26.18%-18.6pp | 20.47%-12.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,760 | $3,160+19.0% | $2,525+48.9% | $4,869-22.8% |
| Participant deferral / active EE | $4,216 | $4,160+1.3% | $3,458+21.9% | $5,287-20.3% |
| Admin fee / account holder | $9,812 | $5,272+86.1% | $4,138+137.1% | $10,132-3.2% |