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 | $51,813 | $99,341-47.8% | $84,750-38.9% | $273,961-81.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.19% | 22.93%-9.7pp | 22.78%-9.6pp | 41.45%-28.3pp |
| Employer contribution / active EE | $10,161 | $4,214+141.1% | $3,574+184.3% | $4,869+108.7% |
| Participant deferral / active EE | $12,879 | $4,269+201.7% | $3,712+247.0% | $5,287+143.6% |
| Admin fee / account holder | $357 | $6,644-94.6% | $5,332-93.3% | $10,132-96.5% |