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 | $14,850 | $93,071-84.0% | $74,583-80.1% | $273,961-94.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.69% | 26.18%-18.5pp | 20.47%-12.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,065 | $3,160-66.3% | $2,525-57.8% | $4,869-78.1% |
| Participant deferral / active EE | $2,820 | $4,160-32.2% | $3,458-18.5% | $5,287-46.7% |
| Admin fee / account holder | $345 | $5,272-93.4% | $4,138-91.7% | $10,132-96.6% |