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 | $42,472 | $99,341-57.2% | $84,750-49.9% | $273,961-84.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.99% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,375 | $4,214-43.6% | $3,574-33.5% | $4,869-51.2% |
| Participant deferral / active EE | $1,045 | $4,269-75.5% | $3,712-71.8% | $5,287-80.2% |
| Admin fee / account holder | $8,665 | $6,644+30.4% | $5,332+62.5% | $10,132-14.5% |