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 | $28,180 | $90,503-68.9% | $78,689-64.2% | $273,961-89.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.62% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $12,155 | $3,176+282.7% | $2,851+326.4% | $4,869+149.7% |
| Participant deferral / active EE | $25,100 | $3,901+543.4% | $3,517+613.7% | $5,287+374.7% |
| Admin fee / account holder | $7,651 | $5,263+45.4% | $4,510+69.6% | $10,132-24.5% |