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 | $29,451 | $83,337-64.7% | $67,834-56.6% | $273,961-89.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.60% | 259.45%-252.8pp | 138.47%-131.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,919 | $3,287-11.2% | $2,403+21.4% | $4,869-40.1% |
| Participant deferral / active EE | $1,680 | $4,088-58.9% | $3,160-46.8% | $5,287-68.2% |
| Admin fee / account holder | $1,194 | $6,752-82.3% | $4,622-74.2% | $10,132-88.2% |