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 | $25,969 | $136,307-80.9% | $106,619-75.6% | $273,961-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.51% | 11.05%-1.5pp | 9.42%+0.1pp | 41.45%-31.9pp |
| Employer contribution / active EE | $6,425 | $5,190+23.8% | $3,947+62.8% | $4,869+32.0% |
| Participant deferral / active EE | $5,969 | $4,969+20.1% | $3,930+51.9% | $5,287+12.9% |
| Admin fee / account holder | $541 | $8,625-93.7% | $6,418-91.6% | $10,132-94.7% |