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 | $115,679 | $215,361-46.3% | $171,082-32.4% | $273,961-57.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.08% | 25.14%-16.1pp | 32.56%-23.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $8,820 | $4,967+77.6% | $4,002+120.4% | $4,869+81.2% |
| Participant deferral / active EE | $9,268 | $5,543+67.2% | $4,797+93.2% | $5,287+75.3% |
| Admin fee / account holder | $474 | $10,846-95.6% | $8,520-94.4% | $10,132-95.3% |