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 | $34,032 | $99,341-65.7% | $84,750-59.8% | $273,961-87.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.39% | 22.93%-20.5pp | 22.78%-20.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $5,094 | $4,214+20.9% | $3,574+42.5% | $4,869+4.6% |
| Participant deferral / active EE | $1,849 | $4,269-56.7% | $3,712-50.2% | $5,287-65.0% |
| Admin fee / account holder | $3,204 | $6,644-51.8% | $5,332-39.9% | $10,132-68.4% |