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 | $43,184 | $93,346-53.7% | $71,796-39.9% | $273,961-84.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.41% | 130.39%-122.0pp | 78.04%-69.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,256 | $2,733-54.1% | $1,924-34.8% | $4,869-74.2% |
| Participant deferral / active EE | $2,515 | $3,475-27.6% | $2,794-10.0% | $5,287-52.4% |
| Admin fee / account holder | $1,101 | $6,571-83.3% | $4,815-77.1% | $10,132-89.1% |