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 | $74,664 | $153,311-51.3% | $109,313-31.7% | $273,961-72.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.51% | 29.86%-20.3pp | 22.07%-12.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $5,853 | $5,619+4.2% | $3,892+50.4% | $4,869+20.2% |
| Participant deferral / active EE | $8,245 | $3,932+109.7% | $3,166+160.4% | $5,287+55.9% |
| Admin fee / account holder | $525 | $8,076-93.5% | $5,666-90.7% | $10,132-94.8% |