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 | $98,750 | $99,341-0.6% | $84,750+16.5% | $273,961-64.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.81% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,675 | $4,214+10.9% | $3,574+30.8% | $4,869-4.0% |
| Participant deferral / active EE | $8,931 | $4,269+109.2% | $3,712+140.6% | $5,287+68.9% |
| Admin fee / account holder | $475 | $6,644-92.8% | $5,332-91.1% | $10,132-95.3% |