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 | $80,681 | $99,341-18.8% | $84,750-4.8% | $273,961-70.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.47% | 22.93%-17.5pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,936 | $4,214-54.1% | $3,574-45.8% | $4,869-60.2% |
| Participant deferral / active EE | $6,120 | $4,269+43.4% | $3,712+64.9% | $5,287+15.8% |
| Admin fee / account holder | $13,285 | $6,644+100.0% | $5,332+149.1% | $10,132+31.1% |