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 | $41,849 | $181,894-77.0% | $156,549-73.3% | $273,961-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.07% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $9,494 | $6,248+51.9% | $5,501+72.6% | $4,869+95.0% |
| Participant deferral / active EE | $3,996 | $5,550-28.0% | $4,871-18.0% | $5,287-24.4% |
| Admin fee / account holder | $529 | $15,559-96.6% | $13,027-95.9% | $10,132-94.8% |