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 | $78,053 | $99,341-21.4% | $84,750-7.9% | $273,961-71.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.94% | 22.93%-19.0pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $17,645 | $4,214+318.8% | $3,574+393.7% | $4,869+262.4% |
| Participant deferral / active EE | $7,785 | $4,269+82.3% | $3,712+109.7% | $5,287+47.2% |
| Admin fee / account holder | $8,239 | $6,644+24.0% | $5,332+54.5% | $10,132-18.7% |