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 | $111,657 | $153,772-27.4% | $133,980-16.7% | $273,961-59.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.49% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,018 | $6,029-33.3% | $5,211-22.9% | $4,869-17.5% |
| Participant deferral / active EE | $12,983 | $6,958+86.6% | $6,282+106.7% | $5,287+145.6% |
| Admin fee / account holder | $52,676 | $11,765+347.7% | $9,324+464.9% | $10,132+419.9% |