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 | $64,554 | $99,341-35.0% | $84,750-23.8% | $273,961-76.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,277 | $4,214+1.5% | $3,574+19.7% | $4,869-12.2% |
| Participant deferral / active EE | $9,066 | $4,269+112.3% | $3,712+144.2% | $5,287+71.5% |
| Admin fee / account holder | $886 | $6,644-86.7% | $5,332-83.4% | $10,132-91.3% |