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 | $103,296 | $153,772-32.8% | $133,980-22.9% | $273,961-62.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.35% | 36.51%-28.2pp | 29.30%-20.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,804 | $6,029-53.5% | $5,211-46.2% | $4,869-42.4% |
| Participant deferral / active EE | $8,034 | $6,958+15.5% | $6,282+27.9% | $5,287+52.0% |
| Admin fee / account holder | $415 | $11,765-96.5% | $9,324-95.6% | $10,132-95.9% |