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 | $31,147 | $99,341-68.6% | $84,750-63.2% | $273,961-88.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.34% | 22.93%-9.6pp | 22.78%-9.4pp | 41.45%-28.1pp |
| Employer contribution / active EE | $12,697 | $4,214+201.3% | $3,574+255.2% | $4,869+160.8% |
| Participant deferral / active EE | $7,327 | $4,269+71.6% | $3,712+97.4% | $5,287+38.6% |
| Admin fee / account holder | $1,503 | $6,644-77.4% | $5,332-71.8% | $10,132-85.2% |