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 8-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 | $105,980 | $99,341+6.7% | $84,750+25.1% | $273,961-61.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.05% | 22.93%-14.9pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $10,780 | $4,214+155.8% | $3,574+201.6% | $4,869+121.4% |
| Participant deferral / active EE | $1,186 | $4,269-72.2% | $3,712-68.0% | $5,287-77.6% |
| Admin fee / account holder | $4,446 | $6,644-33.1% | $5,332-16.6% | $10,132-56.1% |