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 | $72,795 | $99,341-26.7% | $84,750-14.1% | $273,961-73.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.79% | 22.93%-19.1pp | 22.78%-19.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $13,826 | $4,214+228.1% | $3,574+286.8% | $4,869+184.0% |
| Participant deferral / active EE | $2,653 | $4,269-37.9% | $3,712-28.5% | $5,287-49.8% |
| Admin fee / account holder | $1,368 | $6,644-79.4% | $5,332-74.3% | $10,132-86.5% |