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 | $74,365 | $99,341-25.1% | $84,750-12.3% | $273,961-72.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.47% | 22.93%-18.5pp | 22.78%-18.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $12,278 | $4,214+191.4% | $3,574+243.5% | $4,869+152.2% |
| Participant deferral / active EE | $5,033 | $4,269+17.9% | $3,712+35.6% | $5,287-4.8% |
| Admin fee / account holder | $444 | $6,644-93.3% | $5,332-91.7% | $10,132-95.6% |