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 | $35,989 | $65,685-45.2% | $57,179-37.1% | $273,961-86.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.95% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,000 | $3,279-8.5% | $2,682+11.9% | $4,869-38.4% |
| Participant deferral / active EE | $4,271 | $3,782+12.9% | $3,096+37.9% | $5,287-19.2% |
| Admin fee / account holder | $2,555 | $4,835-47.2% | $3,139-18.6% | $10,132-74.8% |