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 | $49,808 | $103,949-52.1% | $69,182-28.0% | $273,961-81.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.48% | 35.28%-30.8pp | -21.93%+26.4pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,155 | $1,783-35.2% | $1,206-4.2% | $4,869-76.3% |
| Participant deferral / active EE | $1,330 | $2,716-51.1% | $1,897-29.9% | $5,287-74.9% |
| Admin fee / account holder | $692 | $3,671-81.1% | $2,697-74.3% | $10,132-93.2% |