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 | $65,786 | $99,341-33.8% | $84,750-22.4% | $273,961-76.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.45% | 22.93%-14.5pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $10,066 | $4,214+138.9% | $3,574+181.6% | $4,869+106.7% |
| Participant deferral / active EE | $5,490 | $4,269+28.6% | $3,712+47.9% | $5,287+3.8% |
| Admin fee / account holder | $2,155 | $6,644-67.6% | $5,332-59.6% | $10,132-78.7% |