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 | $16,150 | $90,503-82.2% | $78,689-79.5% | $273,961-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.50% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,956 | $3,176-38.4% | $2,851-31.4% | $4,869-59.8% |
| Participant deferral / active EE | $3,178 | $3,901-18.5% | $3,517-9.6% | $5,287-39.9% |
| Admin fee / account holder | $779 | $5,263-85.2% | $4,510-82.7% | $10,132-92.3% |