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 | $43,736 | $105,630-58.6% | $87,507-50.0% | $273,961-84.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.81% | 12.25%-11.4pp | 12.21%-11.4pp | 41.45%-40.6pp |
| Employer contribution / active EE | $3,844 | $3,141+22.4% | $2,550+50.8% | $4,869-21.0% |
| Participant deferral / active EE | $779 | $3,601-78.4% | $3,149-75.3% | $5,287-85.3% |
| Admin fee / account holder | $55,378 | $4,781+1058.4% | $4,221+1212.1% | $10,132+446.6% |