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 | $45,629 | $96,557-52.7% | $80,975-43.7% | $273,961-83.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.01% | 15.14%-9.1pp | 17.10%-11.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,898 | $4,868-61.0% | $3,714-48.9% | $4,869-61.0% |
| Participant deferral / active EE | $9,102 | $6,598+38.0% | $5,696+59.8% | $5,287+72.1% |
| Admin fee / account holder | $21,552 | $7,492+187.7% | $5,516+290.7% | $10,132+112.7% |