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 | $93,843 | $99,341-5.5% | $84,750+10.7% | $273,961-65.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.83% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,872 | $4,214-8.1% | $3,574+8.3% | $4,869-20.5% |
| Participant deferral / active EE | $8,376 | $4,269+96.2% | $3,712+125.7% | $5,287+58.4% |
| Admin fee / account holder | $1,823 | $6,644-72.6% | $5,332-65.8% | $10,132-82.0% |