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 | $79,716 | $99,341-19.8% | $84,750-5.9% | $273,961-70.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.79% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,681 | $4,214+34.8% | $3,574+58.9% | $4,869+16.7% |
| Participant deferral / active EE | $1,959 | $4,269-54.1% | $3,712-47.2% | $5,287-63.0% |
| Admin fee / account holder | $1,210 | $6,644-81.8% | $5,332-77.3% | $10,132-88.1% |