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 | $51,995 | $132,239-60.7% | $105,722-50.8% | $273,961-81.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.59% | 10.07%-4.5pp | 12.25%-6.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,553 | $4,867-68.1% | $4,079-61.9% | $4,869-68.1% |
| Participant deferral / active EE | $2,444 | $6,233-60.8% | $5,326-54.1% | $5,287-53.8% |
| Admin fee / account holder | $370 | $12,032-96.9% | $8,308-95.5% | $10,132-96.4% |