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 | $31,545 | $39,122-19.4% | $57,179-44.8% | $62,891-49.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.73% | 9.23%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,173 | $1,874+16.0% | $2,682-19.0% | $2,281-4.7% |
| Participant deferral / active EE | $1,396 | $2,374-41.2% | $3,096-54.9% | $3,203-56.4% |
| Admin fee / account holder | $649 | $2,592-74.9% | $3,139-79.3% | $4,296-84.9% |