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 | $29,712 | $99,341-70.1% | $84,750-64.9% | $273,961-89.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.15% | 22.93%-18.8pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $6,536 | $4,214+55.1% | $3,574+82.9% | $4,869+34.2% |
| Participant deferral / active EE | $3,800 | $4,269-11.0% | $3,712+2.4% | $5,287-28.1% |
| Admin fee / account holder | $300 | $6,644-95.5% | $5,332-94.4% | $10,132-97.0% |