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 | $89,728 | $99,341-9.7% | $84,750+5.9% | $273,961-67.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.11% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.3pp |
| Employer contribution / active EE | $5,499 | $4,214+30.5% | $3,574+53.9% | $4,869+12.9% |
| Participant deferral / active EE | $8,294 | $4,269+94.3% | $3,712+123.5% | $5,287+56.9% |
| Admin fee / account holder | $875 | $6,644-86.8% | $5,332-83.6% | $10,132-91.4% |