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 | $80,000 | $99,341-19.5% | $84,750-5.6% | $273,961-70.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.84% | 22.93%-19.1pp | 22.78%-18.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,474 | $4,214-41.3% | $3,574-30.8% | $4,869-49.2% |
| Participant deferral / active EE | $3,127 | $4,269-26.7% | $3,712-15.7% | $5,287-40.8% |
| Admin fee / account holder | $1,375 | $6,644-79.3% | $5,332-74.2% | $10,132-86.4% |