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 | $70,327 | $99,341-29.2% | $84,750-17.0% | $273,961-74.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.85% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,526 | $4,214+54.9% | $3,574+82.6% | $4,869+34.0% |
| Participant deferral / active EE | $4,539 | $4,269+6.3% | $3,712+22.3% | $5,287-14.1% |
| Admin fee / account holder | $29,833 | $6,644+349.0% | $5,332+459.5% | $10,132+194.4% |