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 | $52,934 | $181,894-70.9% | $156,549-66.2% | $273,961-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.94% | 30.74%-13.8pp | 32.23%-15.3pp | 41.45%-24.5pp |
| Employer contribution / active EE | $8,717 | $6,248+39.5% | $5,501+58.5% | $4,869+79.0% |
| Participant deferral / active EE | $12,175 | $5,550+119.4% | $4,871+149.9% | $5,287+130.3% |
| Admin fee / account holder | $386 | $15,559-97.5% | $13,027-97.0% | $10,132-96.2% |