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 | $64,174 | $96,557-33.5% | $80,975-20.7% | $273,961-76.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.41% | 15.14%-9.7pp | 17.10%-11.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,690 | $4,868-24.2% | $3,714-0.7% | $4,869-24.2% |
| Participant deferral / active EE | $5,656 | $6,598-14.3% | $5,696-0.7% | $5,287+7.0% |
| Admin fee / account holder | $9,135 | $7,492+21.9% | $5,516+65.6% | $10,132-9.8% |