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 | $23,658 | $99,341-76.2% | $84,750-72.1% | $273,961-91.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.96% | 22.93%-14.0pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $5,226 | $4,214+24.0% | $3,574+46.2% | $4,869+7.3% |
| Participant deferral / active EE | $4,759 | $4,269+11.5% | $3,712+28.2% | $5,287-10.0% |
| Admin fee / account holder | $473 | $6,644-92.9% | $5,332-91.1% | $10,132-95.3% |