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 | $39,152 | $96,557-59.5% | $80,975-51.6% | $273,961-85.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.86% | 15.14%-11.3pp | 17.10%-13.2pp | 41.45%-37.6pp |
| Employer contribution / active EE | $4,190 | $4,868-13.9% | $3,714+12.8% | $4,869-14.0% |
| Participant deferral / active EE | $8,836 | $6,598+33.9% | $5,696+55.1% | $5,287+67.1% |
| Admin fee / account holder | $9,871 | $7,492+31.8% | $5,516+79.0% | $10,132-2.6% |