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 | $82,103 | $96,557-15.0% | $80,975+1.4% | $273,961-70.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.78% | 15.14%-11.4pp | 17.10%-13.3pp | 41.45%-37.7pp |
| Employer contribution / active EE | $12,590 | $4,868+158.6% | $3,714+239.0% | $4,869+158.6% |
| Participant deferral / active EE | $2,799 | $6,598-57.6% | $5,696-50.9% | $5,287-47.1% |
| Admin fee / account holder | $1,206 | $7,492-83.9% | $5,516-78.1% | $10,132-88.1% |