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 | $21,334 | $105,630-79.8% | $87,507-75.6% | $273,961-92.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.96% | 12.25%-7.3pp | 12.21%-7.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,527 | $3,141-19.5% | $2,550-0.9% | $4,869-48.1% |
| Participant deferral / active EE | $8,237 | $3,601+128.8% | $3,149+161.6% | $5,287+55.8% |
| Admin fee / account holder | $450 | $4,781-90.6% | $4,221-89.3% | $10,132-95.6% |