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 | $69,678 | $181,894-61.7% | $156,549-55.5% | $273,961-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.29% | 30.74%-20.5pp | 32.23%-21.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $7,311 | $6,248+17.0% | $5,501+32.9% | $4,869+50.2% |
| Participant deferral / active EE | $2,443 | $5,550-56.0% | $4,871-49.8% | $5,287-53.8% |
| Admin fee / account holder | $392 | $15,559-97.5% | $13,027-97.0% | $10,132-96.1% |