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 | $89,879 | $96,557-6.9% | $80,975+11.0% | $273,961-67.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.80% | 15.14%-10.3pp | 17.10%-12.3pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,638 | $4,868-25.3% | $3,714-2.1% | $4,869-25.3% |
| Participant deferral / active EE | $3,766 | $6,598-42.9% | $5,696-33.9% | $5,287-28.8% |
| Admin fee / account holder | $25,405 | $7,492+239.1% | $5,516+360.6% | $10,132+150.7% |