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 | $57,713 | $181,894-68.3% | $156,549-63.1% | $273,961-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.13% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,515 | $6,248-59.7% | $5,501-54.3% | $4,869-48.3% |
| Participant deferral / active EE | $2,878 | $5,550-48.1% | $4,871-40.9% | $5,287-45.6% |
| Admin fee / account holder | $993 | $15,559-93.6% | $13,027-92.4% | $10,132-90.2% |