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 | $70,574 | $153,311-54.0% | $109,313-35.4% | $273,961-74.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.78% | 29.86%-25.1pp | 22.07%-17.3pp | 41.45%-36.7pp |
| Employer contribution / active EE | $11,555 | $5,619+105.6% | $3,892+196.9% | $4,869+137.3% |
| Participant deferral / active EE | $5,000 | $3,932+27.2% | $3,166+57.9% | $5,287-5.4% |
| Admin fee / account holder | $490 | $8,076-93.9% | $5,666-91.4% | $10,132-95.2% |