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 | $54,890 | $138,347-60.3% | $184,203-70.2% | $80,856-32.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.48% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,817 | $4,850-41.9% | $6,427-56.2% | $2,755+2.2% |
| Participant deferral / active EE | $6,898 | $7,071-2.4% | $9,131-24.5% | $4,296+60.6% |
| Admin fee / account holder | $888 | $10,483-91.5% | $13,901-93.6% | $6,918-87.2% |