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 | $19,501 | $99,341-80.4% | $84,750-77.0% | $273,961-92.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.88% | 22.93%-18.0pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,075 | $4,214-74.5% | $3,574-69.9% | $4,869-77.9% |
| Participant deferral / active EE | $5,341 | $4,269+25.1% | $3,712+43.9% | $5,287+1.0% |
| Admin fee / account holder | $615 | $6,644-90.7% | $5,332-88.5% | $10,132-93.9% |