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 | $16,163 | $90,503-82.1% | $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 | 4.88% | 75.60%-70.7pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $723 | $3,176-77.2% | $2,851-74.6% | $4,869-85.2% |
| Participant deferral / active EE | $1,561 | $3,901-60.0% | $3,517-55.6% | $5,287-70.5% |
| Admin fee / account holder | $5,189 | $5,263-1.4% | $4,510+15.0% | $10,132-48.8% |