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 | $56,047 | $181,894-69.2% | $156,549-64.2% | $273,961-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.27% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $10,563 | $6,248+69.1% | $5,501+92.0% | $4,869+116.9% |
| Participant deferral / active EE | $6,966 | $5,550+25.5% | $4,871+43.0% | $5,287+31.7% |
| Admin fee / account holder | $344 | $15,559-97.8% | $13,027-97.4% | $10,132-96.6% |