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 | $45,140 | $99,341-54.6% | $84,750-46.7% | $273,961-83.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.19% | 22.93%-19.7pp | 22.78%-19.6pp | 41.45%-38.3pp |
| Employer contribution / active EE | $2,297 | $4,214-45.5% | $3,574-35.7% | $4,869-52.8% |
| Participant deferral / active EE | $5,813 | $4,269+36.1% | $3,712+56.6% | $5,287+9.9% |
| Admin fee / account holder | $27,678 | $6,644+316.6% | $5,332+419.1% | $10,132+173.2% |