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 | $101,889 | $153,772-33.7% | $133,980-24.0% | $273,961-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.00% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,926 | $6,029-18.3% | $5,211-5.5% | $4,869+1.2% |
| Participant deferral / active EE | $8,228 | $6,958+18.2% | $6,282+31.0% | $5,287+55.6% |
| Admin fee / account holder | $549 | $11,765-95.3% | $9,324-94.1% | $10,132-94.6% |