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 | $31,797 | $65,685-51.6% | $57,179-44.4% | $273,961-88.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.85% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $6,149 | $3,279+87.6% | $2,682+129.3% | $4,869+26.3% |
| Participant deferral / active EE | $1,650 | $3,782-56.4% | $3,096-46.7% | $5,287-68.8% |
| Admin fee / account holder | $5,592 | $4,835+15.7% | $3,139+78.2% | $10,132-44.8% |