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 | $66,380 | $81,460-18.5% | $103,333-35.8% | $80,856-17.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.94% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $7,482 | $3,105+141.0% | $3,868+93.4% | $2,755+171.6% |
| Participant deferral / active EE | $3,954 | $3,869+2.2% | $5,057-21.8% | $4,296-7.9% |
| Admin fee / account holder | $960 | $6,566-85.4% | $8,355-88.5% | $6,918-86.1% |