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 | $41,332 | $181,894-77.3% | $156,549-73.6% | $273,961-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.39% | 30.74%-22.4pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $8,610 | $6,248+37.8% | $5,501+56.5% | $4,869+76.8% |
| Participant deferral / active EE | $6,563 | $5,550+18.2% | $4,871+34.7% | $5,287+24.1% |
| Admin fee / account holder | $337 | $15,559-97.8% | $13,027-97.4% | $10,132-96.7% |