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 | $43,494 | $181,894-76.1% | $156,549-72.2% | $273,961-84.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.97% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $8,562 | $6,248+37.0% | $5,501+55.6% | $4,869+75.9% |
| Participant deferral / active EE | $4,959 | $5,550-10.7% | $4,871+1.8% | $5,287-6.2% |
| Admin fee / account holder | $519 | $15,559-96.7% | $13,027-96.0% | $10,132-94.9% |