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 | $26,451 | $99,341-73.4% | $84,750-68.8% | $273,961-90.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.44% | 22.93%-16.5pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $5,054 | $4,214+20.0% | $3,574+41.4% | $4,869+3.8% |
| Participant deferral / active EE | $6,209 | $4,269+45.4% | $3,712+67.3% | $5,287+17.4% |
| Admin fee / account holder | $655 | $6,644-90.1% | $5,332-87.7% | $10,132-93.5% |