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 | $74,232 | $93,071-20.2% | $74,583-0.5% | $273,961-72.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.35% | 26.18%-19.8pp | 20.47%-14.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,203 | $3,160-61.9% | $2,525-52.4% | $4,869-75.3% |
| Participant deferral / active EE | $2,014 | $4,160-51.6% | $3,458-41.8% | $5,287-61.9% |
| Admin fee / account holder | $640 | $5,272-87.9% | $4,138-84.5% | $10,132-93.7% |