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 | $93,524 | $96,557-3.1% | $80,975+15.5% | $273,961-65.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.21% | 15.14%-4.9pp | 17.10%-6.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,957 | $4,868-39.3% | $3,714-20.4% | $4,869-39.3% |
| Participant deferral / active EE | $7,266 | $6,598+10.1% | $5,696+27.6% | $5,287+37.4% |
| Admin fee / account holder | $772 | $7,492-89.7% | $5,516-86.0% | $10,132-92.4% |