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 | $25,140 | $99,341-74.7% | $84,750-70.3% | $273,961-90.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.25% | 22.93%-8.7pp | 22.78%-8.5pp | 41.45%-27.2pp |
| Employer contribution / active EE | $7,869 | $4,214+86.7% | $3,574+120.2% | $4,869+61.6% |
| Participant deferral / active EE | $4,671 | $4,269+9.4% | $3,712+25.8% | $5,287-11.7% |
| Admin fee / account holder | $1,818 | $6,644-72.6% | $5,332-65.9% | $10,132-82.1% |