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 | $29,497 | $99,341-70.3% | $84,750-65.2% | $273,961-89.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.53% | 22.93%-14.4pp | 22.78%-14.3pp | 41.45%-32.9pp |
| Employer contribution / active EE | $9,374 | $4,214+122.5% | $3,574+162.3% | $4,869+92.5% |
| Participant deferral / active EE | $3,250 | $4,269-23.9% | $3,712-12.4% | $5,287-38.5% |
| Admin fee / account holder | $639 | $6,644-90.4% | $5,332-88.0% | $10,132-93.7% |