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 | $23,266 | $99,341-76.6% | $84,750-72.5% | $273,961-91.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.84% | 22.93%-17.1pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,756 | $4,214-58.3% | $3,574-50.9% | $4,869-63.9% |
| Participant deferral / active EE | $12,475 | $4,269+192.2% | $3,712+236.1% | $5,287+136.0% |
| Admin fee / account holder | $732 | $6,644-89.0% | $5,332-86.3% | $10,132-92.8% |