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 | $106,500 | $215,361-50.5% | $171,082-37.7% | $273,961-61.1% |
| Participation rate | 94.4% | 82.0%+12.4pp | 76.7%+17.7pp | 83.0%+11.4pp |
| Annual return | 7.58% | 25.14%-17.6pp | 32.56%-25.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $19,968 | $4,967+302.0% | $4,002+399.0% | $4,869+310.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,937 | $10,846-82.1% | $8,520-77.3% | $10,132-80.9% |