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 | $49,177 | $88,707-44.6% | $74,183-33.7% | $273,961-82.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,634 | $3,159-48.3% | $2,370-31.0% | $4,869-66.4% |
| Participant deferral / active EE | $2,699 | $4,212-35.9% | $3,550-24.0% | $5,287-48.9% |
| Admin fee / account holder | $44,074 | $8,717+405.6% | $5,586+689.0% | $10,132+335.0% |