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 | $107,934 | $99,341+8.6% | $84,750+27.4% | $273,961-60.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.55% | 22.93%-17.4pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,646 | $4,214-37.2% | $3,574-26.0% | $4,869-45.7% |
| Participant deferral / active EE | $2,566 | $4,269-39.9% | $3,712-30.9% | $5,287-51.5% |
| Admin fee / account holder | $17,601 | $6,644+164.9% | $5,332+230.1% | $10,132+73.7% |