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 | $49,784 | $215,361-76.9% | $171,082-70.9% | $273,961-81.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.40% | 25.14%-18.7pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,940 | $4,967-40.8% | $4,002-26.5% | $4,869-39.6% |
| Participant deferral / active EE | $1,359 | $5,543-75.5% | $4,797-71.7% | $5,287-74.3% |
| Admin fee / account holder | $988 | $10,846-90.9% | $8,520-88.4% | $10,132-90.2% |