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 | $88,009 | $99,341-11.4% | $84,750+3.8% | $273,961-67.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.05% | 22.93%-12.9pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,600 | $4,214-62.0% | $3,574-55.2% | $4,869-67.1% |
| Participant deferral / active EE | $6,242 | $4,269+46.2% | $3,712+68.2% | $5,287+18.1% |
| Admin fee / account holder | $23,376 | $6,644+251.8% | $5,332+338.4% | $10,132+130.7% |