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 | $50,442 | $93,071-45.8% | $74,583-32.4% | $273,961-81.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.69% | 26.18%-23.5pp | 20.47%-17.8pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,877 | $3,160-40.6% | $2,525-25.7% | $4,869-61.5% |
| Participant deferral / active EE | $4,429 | $4,160+6.5% | $3,458+28.1% | $5,287-16.2% |
| Admin fee / account holder | $36,332 | $5,272+589.1% | $4,138+778.1% | $10,132+258.6% |