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 | $34,611 | $153,772-77.5% | $133,980-74.2% | $273,961-87.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.87% | 36.51%-21.6pp | 29.30%-14.4pp | 41.45%-26.6pp |
| Employer contribution / active EE | $14,359 | $6,029+138.2% | $5,211+175.5% | $4,869+194.9% |
| Participant deferral / active EE | $7,142 | $6,958+2.6% | $6,282+13.7% | $5,287+35.1% |
| Admin fee / account holder | $689 | $11,765-94.1% | $9,324-92.6% | $10,132-93.2% |