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 | $32,189 | $99,341-67.6% | $84,750-62.0% | $273,961-88.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.96% | 22.93%-13.0pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,342 | $4,214-44.4% | $3,574-34.5% | $4,869-51.9% |
| Participant deferral / active EE | $5,290 | $4,269+23.9% | $3,712+42.5% | $5,287+0.1% |
| Admin fee / account holder | $1,085 | $6,644-83.7% | $5,332-79.7% | $10,132-89.3% |