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 | $58,211 | $105,630-44.9% | $87,507-33.5% | $273,961-78.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.51% | 12.25%-2.7pp | 12.21%-2.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,622 | $3,141+47.2% | $2,550+81.3% | $4,869-5.1% |
| Participant deferral / active EE | $3,610 | $3,601+0.3% | $3,149+14.6% | $5,287-31.7% |
| Admin fee / account holder | $336 | $4,781-93.0% | $4,221-92.0% | $10,132-96.7% |