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 | $39,723 | $136,307-70.9% | $106,619-62.7% | $273,961-85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.23% | 11.05%-6.8pp | 9.42%-5.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,277 | $5,190-36.9% | $3,947-17.0% | $4,869-32.7% |
| Participant deferral / active EE | $3,750 | $4,969-24.5% | $3,930-4.6% | $5,287-29.1% |
| Admin fee / account holder | $399 | $8,625-95.4% | $6,418-93.8% | $10,132-96.1% |