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 | $57,111 | $96,557-40.9% | $80,975-29.5% | $273,961-79.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.61% | 15.14%-7.5pp | 17.10%-9.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,118 | $4,868-56.5% | $3,714-43.0% | $4,869-56.5% |
| Participant deferral / active EE | $7,278 | $6,598+10.3% | $5,696+27.8% | $5,287+37.6% |
| Admin fee / account holder | $341 | $7,492-95.4% | $5,516-93.8% | $10,132-96.6% |