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 | $24,429 | $96,557-74.7% | $80,975-69.8% | $273,961-91.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.04% | 15.14%-4.1pp | 17.10%-6.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $4,259 | $4,868-12.5% | $3,714+14.7% | $4,869-12.5% |
| Participant deferral / active EE | $2,482 | $6,598-62.4% | $5,696-56.4% | $5,287-53.1% |
| Admin fee / account holder | $766 | $7,492-89.8% | $5,516-86.1% | $10,132-92.4% |