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 | $36,902 | $153,772-76.0% | $133,980-72.5% | $273,961-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,267 | $6,029-45.8% | $5,211-37.3% | $4,869-32.9% |
| Participant deferral / active EE | $8,713 | $6,958+25.2% | $6,282+38.7% | $5,287+64.8% |
| Admin fee / account holder | $400 | $11,765-96.6% | $9,324-95.7% | $10,132-96.1% |