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 | $133,547 | $99,341+34.4% | $84,750+57.6% | $273,961-51.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.41% | 22.93%-19.5pp | 22.78%-19.4pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,125 | $4,214-49.6% | $3,574-40.6% | $4,869-56.4% |
| Participant deferral / active EE | $7,309 | $4,269+71.2% | $3,712+96.9% | $5,287+38.2% |
| Admin fee / account holder | $1,889 | $6,644-71.6% | $5,332-64.6% | $10,132-81.4% |