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 | $24,103 | $99,341-75.7% | $84,750-71.6% | $273,961-91.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.89% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $8,712 | $4,214+106.7% | $3,574+143.7% | $4,869+78.9% |
| Participant deferral / active EE | $6,254 | $4,269+46.5% | $3,712+68.5% | $5,287+18.3% |
| Admin fee / account holder | $13,525 | $6,644+103.6% | $5,332+153.6% | $10,132+33.5% |