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 | $74,184 | $99,341-25.3% | $84,750-12.5% | $273,961-72.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.39% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,390 | $4,214-43.3% | $3,574-33.1% | $4,869-50.9% |
| Participant deferral / active EE | $3,796 | $4,269-11.1% | $3,712+2.3% | $5,287-28.2% |
| Admin fee / account holder | $481 | $6,644-92.8% | $5,332-91.0% | $10,132-95.3% |