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 | $54,107 | $153,311-64.7% | $109,313-50.5% | $273,961-80.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.73% | 29.86%-21.1pp | 22.07%-13.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $7,199 | $5,619+28.1% | $3,892+85.0% | $4,869+47.9% |
| Participant deferral / active EE | $10,409 | $3,932+164.7% | $3,166+228.7% | $5,287+96.9% |
| Admin fee / account holder | $11,448 | $8,076+41.8% | $5,666+102.0% | $10,132+13.0% |