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 | $105,397 | $181,894-42.1% | $156,549-32.7% | $273,961-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,351 | $6,248-30.4% | $5,501-20.9% | $4,869-10.6% |
| Participant deferral / active EE | $8,087 | $5,550+45.7% | $4,871+66.0% | $5,287+53.0% |
| Admin fee / account holder | $2,540 | $15,559-83.7% | $13,027-80.5% | $10,132-74.9% |