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 | $27,098 | $86,699-68.7% | $73,307-63.0% | $125,391-78.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 12.72% | 2.78%+9.9pp | 5.67%+7.0pp | 282.22%-269.5pp |
| Employer contribution / active EE | $2,662 | $4,152-35.9% | $3,237-17.8% | $4,866-45.3% |
| Participant deferral / active EE | $9,425 | $5,550+69.8% | $4,991+88.8% | $5,352+76.1% |
| Admin fee / account holder | $1,897 | $7,771-75.6% | $5,637-66.3% | $9,540-80.1% |