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 | $38,553 | $153,772-74.9% | $133,980-71.2% | $273,961-85.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.75% | 36.51%-27.8pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,032 | $6,029-66.3% | $5,211-61.0% | $4,869-58.3% |
| Participant deferral / active EE | $3,305 | $6,958-52.5% | $6,282-47.4% | $5,287-37.5% |
| Admin fee / account holder | $509 | $11,765-95.7% | $9,324-94.5% | $10,132-95.0% |