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 | $26,061 | $90,503-71.2% | $78,689-66.9% | $273,961-90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.32% | 75.60%-59.3pp | 62.18%-45.9pp | 41.45%-25.1pp |
| Employer contribution / active EE | $6,145 | $3,176+93.5% | $2,851+115.6% | $4,869+26.2% |
| Participant deferral / active EE | $6,147 | $3,901+57.6% | $3,517+74.8% | $5,287+16.3% |
| Admin fee / account holder | $1,316 | $5,263-75.0% | $4,510-70.8% | $10,132-87.0% |