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 | $60,581 | $99,341-39.0% | $84,750-28.5% | $273,961-77.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.92% | 22.93%-19.0pp | 22.78%-18.9pp | 41.45%-37.5pp |
| Employer contribution / active EE | $8,379 | $4,214+98.9% | $3,574+134.4% | $4,869+72.1% |
| Participant deferral / active EE | $6,864 | $4,269+60.8% | $3,712+84.9% | $5,287+29.8% |
| Admin fee / account holder | $469 | $6,644-92.9% | $5,332-91.2% | $10,132-95.4% |