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 | $23,215 | $65,685-64.7% | $57,179-59.4% | $273,961-91.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.69% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,599 | $3,279-51.2% | $2,682-40.4% | $4,869-67.2% |
| Participant deferral / active EE | $1,230 | $3,782-67.5% | $3,096-60.3% | $5,287-76.7% |
| Admin fee / account holder | $440 | $4,835-90.9% | $3,139-86.0% | $10,132-95.7% |