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 | $63,785 | $99,341-35.8% | $84,750-24.7% | $273,961-76.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.92% | 22.93%-6.0pp | 22.78%-5.9pp | 41.45%-24.5pp |
| Employer contribution / active EE | $8,152 | $4,214+93.5% | $3,574+128.1% | $4,869+67.4% |
| Participant deferral / active EE | $11,419 | $4,269+167.5% | $3,712+207.7% | $5,287+116.0% |
| Admin fee / account holder | $577 | $6,644-91.3% | $5,332-89.2% | $10,132-94.3% |