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 | $53,466 | $99,341-46.2% | $84,750-36.9% | $273,961-80.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,775 | $4,214-57.9% | $3,574-50.3% | $4,869-63.5% |
| Participant deferral / active EE | $7,234 | $4,269+69.4% | $3,712+94.9% | $5,287+36.8% |
| Admin fee / account holder | $526 | $6,644-92.1% | $5,332-90.1% | $10,132-94.8% |