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 | $58,032 | $99,341-41.6% | $84,750-31.5% | $273,961-78.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.61% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,227 | $4,214-47.1% | $3,574-37.7% | $4,869-54.3% |
| Participant deferral / active EE | $2,278 | $4,269-46.6% | $3,712-38.6% | $5,287-56.9% |
| Admin fee / account holder | $1,941 | $6,644-70.8% | $5,332-63.6% | $10,132-80.8% |