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 | $113,460 | $132,239-14.2% | $105,722+7.3% | $273,961-58.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.35% | 10.07%-6.7pp | 12.25%-8.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $8,558 | $4,867+75.9% | $4,079+109.8% | $4,869+75.8% |
| Participant deferral / active EE | $3,340 | $6,233-46.4% | $5,326-37.3% | $5,287-36.8% |
| Admin fee / account holder | $17,615 | $12,032+46.4% | $8,308+112.0% | $10,132+73.9% |