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 | $40,076 | $99,341-59.7% | $84,750-52.7% | $273,961-85.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.15% | 22.93%-9.8pp | 22.78%-9.6pp | 41.45%-28.3pp |
| Employer contribution / active EE | $4,801 | $4,214+13.9% | $3,574+34.3% | $4,869-1.4% |
| Participant deferral / active EE | $12,641 | $4,269+196.1% | $3,712+240.6% | $5,287+139.1% |
| Admin fee / account holder | $311 | $6,644-95.3% | $5,332-94.2% | $10,132-96.9% |