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 | $22,083 | $99,341-77.8% | $84,750-73.9% | $273,961-91.9% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 7.37% | 22.93%-15.6pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $9,883 | $4,214+134.5% | $3,574+176.5% | $4,869+103.0% |
| Participant deferral / active EE | $3,447 | $4,269-19.3% | $3,712-7.1% | $5,287-34.8% |
| Admin fee / account holder | $3,076 | $6,644-53.7% | $5,332-42.3% | $10,132-69.6% |