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 | $49,925 | $90,503-44.8% | $78,689-36.6% | $273,961-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.70% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,427 | $3,176-23.6% | $2,851-14.9% | $4,869-50.1% |
| Participant deferral / active EE | $2,937 | $3,901-24.7% | $3,517-16.5% | $5,287-44.4% |
| Admin fee / account holder | $6,443 | $5,263+22.4% | $4,510+42.9% | $10,132-36.4% |