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 | $59,965 | $96,956-38.2% | $70,014-14.4% | $273,961-78.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.16% | 12.93%-7.8pp | 12.99%-7.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,142 | $3,316-65.6% | $2,338-51.2% | $4,869-76.5% |
| Participant deferral / active EE | $2,569 | $3,744-31.4% | $2,931-12.3% | $5,287-51.4% |
| Admin fee / account holder | $858 | $7,934-89.2% | $4,380-80.4% | $10,132-91.5% |