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 | $63,176 | $153,772-58.9% | $133,980-52.8% | $273,961-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.96% | 36.51%-27.6pp | 29.30%-20.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $13,451 | $6,029+123.1% | $5,211+158.1% | $4,869+176.3% |
| Participant deferral / active EE | $12,794 | $6,958+83.9% | $6,282+103.7% | $5,287+142.0% |
| Admin fee / account holder | $518 | $11,765-95.6% | $9,324-94.4% | $10,132-94.9% |