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 | $60,676 | $99,341-38.9% | $84,750-28.4% | $273,961-77.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,623 | $4,214-61.5% | $3,574-54.6% | $4,869-66.7% |
| Participant deferral / active EE | $4,828 | $4,269+13.1% | $3,712+30.1% | $5,287-8.7% |
| Admin fee / account holder | $1,803 | $6,644-72.9% | $5,332-66.2% | $10,132-82.2% |