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 | $14,302 | $90,503-84.2% | $78,689-81.8% | $273,961-94.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.90% | 75.60%-70.7pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,409 | $3,176-55.6% | $2,851-50.6% | $4,869-71.1% |
| Participant deferral / active EE | $1,881 | $3,901-51.8% | $3,517-46.5% | $5,287-64.4% |
| Admin fee / account holder | $914 | $5,263-82.6% | $4,510-79.7% | $10,132-91.0% |