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 | $88,321 | $99,341-11.1% | $84,750+4.2% | $273,961-67.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.10% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,691 | $4,214-36.1% | $3,574-24.7% | $4,869-44.7% |
| Participant deferral / active EE | $7,937 | $4,269+85.9% | $3,712+113.9% | $5,287+50.1% |
| Admin fee / account holder | $868 | $6,644-86.9% | $5,332-83.7% | $10,132-91.4% |