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 | $42,231 | $181,894-76.8% | $156,549-73.0% | $273,961-84.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.89% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,309 | $6,248+1.0% | $5,501+14.7% | $4,869+29.6% |
| Participant deferral / active EE | $10,700 | $5,550+92.8% | $4,871+119.7% | $5,287+102.4% |
| Admin fee / account holder | $1,869 | $15,559-88.0% | $13,027-85.7% | $10,132-81.6% |