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 | $42,312 | $99,341-57.4% | $84,750-50.1% | $273,961-84.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.25% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,400 | $4,214-19.3% | $3,574-4.9% | $4,869-30.2% |
| Participant deferral / active EE | $6,664 | $4,269+56.1% | $3,712+79.6% | $5,287+26.1% |
| Admin fee / account holder | $529 | $6,644-92.0% | $5,332-90.1% | $10,132-94.8% |