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 | $79,842 | $153,772-48.1% | $133,980-40.4% | $273,961-70.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.41% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,197 | $6,029-47.0% | $5,211-38.6% | $4,869-34.3% |
| Participant deferral / active EE | $10,667 | $6,958+53.3% | $6,282+69.8% | $5,287+101.7% |
| Admin fee / account holder | $641 | $11,765-94.6% | $9,324-93.1% | $10,132-93.7% |