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 | $66,843 | $99,032-32.5% | $80,019-16.5% | $135,375-50.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 4.19% | 15.39%-11.2pp | 11.22%-7.0pp | 519.73%-515.5pp |
| Employer contribution / active EE | $8,379 | $3,043+175.3% | $2,468+239.5% | $4,779+75.3% |
| Participant deferral / active EE | $5,836 | $4,282+36.3% | $3,686+58.3% | $5,609+4.0% |
| Admin fee / account holder | $2,924 | $10,436-72.0% | $6,521-55.2% | $10,827-73.0% |