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 | $13,282 | $48,076-72.4% | $78,689-83.1% | $62,891-78.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.77% | 31.35%-26.6pp | 62.18%-57.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,014 | $2,0150% | $2,851-29.4% | $2,281-11.7% |
| Participant deferral / active EE | $2,838 | $2,588+9.7% | $3,517-19.3% | $3,203-11.4% |
| Admin fee / account holder | $1,329 | $3,207-58.6% | $4,510-70.5% | $4,296-69.1% |