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 | $118,053 | $215,361-45.2% | $171,082-31.0% | $273,961-56.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.23% | 25.14%-21.9pp | 32.56%-29.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $8,689 | $4,967+74.9% | $4,002+117.1% | $4,869+78.5% |
| Participant deferral / active EE | $2,617 | $5,543-52.8% | $4,797-45.4% | $5,287-50.5% |
| Admin fee / account holder | $389 | $10,846-96.4% | $8,520-95.4% | $10,132-96.2% |