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 9-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 | $28,234 | $65,685-57.0% | $57,179-50.6% | $273,961-89.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.65% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,394 | $3,279-27.0% | $2,682-10.8% | $4,869-50.8% |
| Participant deferral / active EE | $5,955 | $3,782+57.5% | $3,096+92.3% | $5,287+12.6% |
| Admin fee / account holder | $691 | $4,835-85.7% | $3,139-78.0% | $10,132-93.2% |