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 | $24,713 | $65,685-62.4% | $57,179-56.8% | $273,961-91.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.64% | 21.99%-16.4pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,247 | $3,279-62.0% | $2,682-53.5% | $4,869-74.4% |
| Participant deferral / active EE | $1,969 | $3,782-47.9% | $3,096-36.4% | $5,287-62.8% |
| Admin fee / account holder | $629 | $4,835-87.0% | $3,139-80.0% | $10,132-93.8% |