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 | $23,460 | $96,557-75.7% | $80,975-71.0% | $273,961-91.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.85% | 15.14%-10.3pp | 17.10%-12.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $6,919 | $4,868+42.1% | $3,714+86.3% | $4,869+42.1% |
| Participant deferral / active EE | $4,569 | $6,598-30.7% | $5,696-19.8% | $5,287-13.6% |
| Admin fee / account holder | $1,525 | $7,492-79.6% | $5,516-72.4% | $10,132-85.0% |