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 | $29,960 | $99,341-69.8% | $84,750-64.6% | $273,961-89.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.05% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,309 | $4,214-68.9% | $3,574-63.4% | $4,869-73.1% |
| Participant deferral / active EE | $1,414 | $4,269-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $815 | $6,644-87.7% | $5,332-84.7% | $10,132-92.0% |