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 | $24,173 | $90,503-73.3% | $78,689-69.3% | $273,961-91.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 32.13% | 75.60%-43.5pp | 62.18%-30.0pp | 41.45%-9.3pp |
| Employer contribution / active EE | $3,334 | $3,176+5.0% | $2,851+17.0% | $4,869-31.5% |
| Participant deferral / active EE | $2,787 | $3,901-28.6% | $3,517-20.7% | $5,287-47.3% |
| Admin fee / account holder | $2,275 | $5,263-56.8% | $4,510-49.6% | $10,132-77.5% |