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 | $64,547 | $181,894-64.5% | $156,549-58.8% | $273,961-76.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 37.36% | 30.74%+6.6pp | 32.23%+5.1pp | 41.45%-4.1pp |
| Employer contribution / active EE | $9,666 | $6,248+54.7% | $5,501+75.7% | $4,869+98.5% |
| Participant deferral / active EE | $6,389 | $5,550+15.1% | $4,871+31.2% | $5,287+20.8% |
| Admin fee / account holder | $849 | $15,559-94.5% | $13,027-93.5% | $10,132-91.6% |