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 | $24,903 | $90,503-72.5% | $78,689-68.4% | $273,961-90.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.21% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,280 | $3,176+3.3% | $2,851+15.1% | $4,869-32.6% |
| Participant deferral / active EE | $4,192 | $3,901+7.5% | $3,517+19.2% | $5,287-20.7% |
| Admin fee / account holder | $10,430 | $5,263+98.2% | $4,510+131.2% | $10,132+2.9% |