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 | $119,665 | $181,894-34.2% | $156,549-23.6% | $273,961-56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.49% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $7,175 | $6,248+14.8% | $5,501+30.4% | $4,869+47.4% |
| Participant deferral / active EE | $11,119 | $5,550+100.3% | $4,871+128.3% | $5,287+110.3% |
| Admin fee / account holder | $1,404 | $15,559-91.0% | $13,027-89.2% | $10,132-86.1% |