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 | $49,971 | $106,749-53.2% | $145,433-65.6% | $82,448-39.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.81% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,403 | $3,444-30.2% | $4,554-47.2% | $2,551-5.8% |
| Participant deferral / active EE | $7,085 | $6,519+8.7% | $7,897-10.3% | $4,139+71.2% |
| Admin fee / account holder | $7,259 | $8,390-13.5% | $13,129-44.7% | $7,234+0.3% |