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 | $120,101 | $99,341+20.9% | $84,750+41.7% | $273,961-56.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.15% | 22.93%-16.8pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $6,250 | $4,214+48.3% | $3,574+74.9% | $4,869+28.4% |
| Participant deferral / active EE | $8,897 | $4,269+108.4% | $3,712+139.7% | $5,287+68.3% |
| Admin fee / account holder | $1,010 | $6,644-84.8% | $5,332-81.1% | $10,132-90.0% |