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 | $31,233 | $99,341-68.6% | $84,750-63.1% | $273,961-88.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.20% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $5,003 | $4,214+18.7% | $3,574+40.0% | $4,869+2.7% |
| Participant deferral / active EE | $3,434 | $4,269-19.6% | $3,712-7.5% | $5,287-35.1% |
| Admin fee / account holder | $3,657 | $6,644-45.0% | $5,332-31.4% | $10,132-63.9% |