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 | $114,871 | $99,341+15.6% | $84,750+35.5% | $273,961-58.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.45% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,674 | $4,214-60.3% | $3,574-53.2% | $4,869-65.6% |
| Participant deferral / active EE | $3,588 | $4,269-16.0% | $3,712-3.3% | $5,287-32.1% |
| Admin fee / account holder | $12,124 | $6,644+82.5% | $5,332+127.4% | $10,132+19.7% |