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 | $49,341 | $153,772-67.9% | $133,980-63.2% | $273,961-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.97% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $8,922 | $6,029+48.0% | $5,211+71.2% | $4,869+83.2% |
| Participant deferral / active EE | $10,128 | $6,958+45.6% | $6,282+61.2% | $5,287+91.6% |
| Admin fee / account holder | $11,877 | $11,765+1.0% | $9,324+27.4% | $10,132+17.2% |