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 | $29,433 | $153,311-80.8% | $109,313-73.1% | $273,961-89.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.95% | 29.86%-26.9pp | 22.07%-19.1pp | 41.45%-38.5pp |
| Employer contribution / active EE | $869 | $5,619-84.5% | $3,892-77.7% | $4,869-82.2% |
| Participant deferral / active EE | $3,088 | $3,932-21.5% | $3,166-2.5% | $5,287-41.6% |
| Admin fee / account holder | $609 | $8,076-92.5% | $5,666-89.3% | $10,132-94.0% |