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 | $106,877 | $99,341+7.6% | $84,750+26.1% | $273,961-61.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.91% | 22.93%-19.0pp | 22.78%-18.9pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,278 | $4,214-22.2% | $3,574-8.3% | $4,869-32.7% |
| Participant deferral / active EE | $4,791 | $4,269+12.2% | $3,712+29.1% | $5,287-9.4% |
| Admin fee / account holder | $148,049 | $6,644+2128.3% | $5,332+2676.5% | $10,132+1361.2% |