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 | $44,188 | $90,503-51.2% | $78,689-43.8% | $273,961-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.56% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,529 | $3,176-51.9% | $2,851-46.4% | $4,869-68.6% |
| Participant deferral / active EE | $3,149 | $3,901-19.3% | $3,517-10.5% | $5,287-40.4% |
| Admin fee / account holder | $17,567 | $5,263+233.8% | $4,510+289.5% | $10,132+73.4% |