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 | $28,911 | $99,341-70.9% | $84,750-65.9% | $273,961-89.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.09% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,898 | $4,214-7.5% | $3,574+9.1% | $4,869-19.9% |
| Participant deferral / active EE | $5,152 | $4,269+20.7% | $3,712+38.8% | $5,287-2.6% |
| Admin fee / account holder | $1,201 | $6,644-81.9% | $5,332-77.5% | $10,132-88.2% |