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 | $32,519 | $135,952-76.1% | $123,892-73.8% | $273,961-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.49% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $10,476 | $5,170+102.7% | $4,617+126.9% | $4,869+115.2% |
| Participant deferral / active EE | $14,046 | $6,343+121.5% | $5,984+134.7% | $5,287+165.7% |
| Admin fee / account holder | $12,968 | $9,817+32.1% | $8,357+55.2% | $10,132+28.0% |