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 | $20,195 | $90,503-77.7% | $78,689-74.3% | $273,961-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.14% | 75.60%-66.5pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,328 | $3,176+36.3% | $2,851+51.8% | $4,869-11.1% |
| Participant deferral / active EE | $10,210 | $3,901+161.7% | $3,517+190.3% | $5,287+93.1% |
| Admin fee / account holder | $2,116 | $5,263-59.8% | $4,510-53.1% | $10,132-79.1% |