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 | $39,097 | $65,685-40.5% | $57,179-31.6% | $273,961-85.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.27% | 21.99%-13.7pp | 14.59%-6.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,006 | $3,279-8.3% | $2,682+12.1% | $4,869-38.3% |
| Participant deferral / active EE | $4,031 | $3,782+6.6% | $3,096+30.2% | $5,287-23.8% |
| Admin fee / account holder | $535 | $4,835-88.9% | $3,139-83.0% | $10,132-94.7% |