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 | $27,640 | $43,075-35.8% | $74,583-62.9% | $62,891-56.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 4.98% | 17.50%-12.5pp | 20.47%-15.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,314 | $1,498+54.5% | $2,525-8.3% | $2,281+1.5% |
| Participant deferral / active EE | $4,121 | $2,389+72.5% | $3,458+19.2% | $3,203+28.7% |
| Admin fee / account holder | $11,621 | $2,840+309.2% | $4,138+180.9% | $4,296+170.5% |