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 | $40,462 | $181,894-77.8% | $156,549-74.2% | $273,961-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.20% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,176 | $6,248-65.2% | $5,501-60.4% | $4,869-55.3% |
| Participant deferral / active EE | $2,410 | $5,550-56.6% | $4,871-50.5% | $5,287-54.4% |
| Admin fee / account holder | $23,194 | $15,559+49.1% | $13,027+78.0% | $10,132+128.9% |