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 | $24,265 | $64,307-62.3% | $57,343-57.7% | $125,391-80.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.12% | 25.12%-23.0pp | 24.39%-22.3pp | 282.22%-280.1pp |
| Employer contribution / active EE | $2,719 | $3,193-14.8% | $2,689+1.1% | $4,866-44.1% |
| Participant deferral / active EE | $2,719 | $3,848-29.3% | $3,162-14.0% | $5,352-49.2% |
| Admin fee / account holder | $4,211 | $5,242-19.7% | $3,356+25.5% | $9,540-55.9% |