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 | $82,570 | $215,361-61.7% | $171,082-51.7% | $273,961-69.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.64% | 25.14%-17.5pp | 32.56%-24.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $7,755 | $4,967+56.1% | $4,002+93.8% | $4,869+59.3% |
| Participant deferral / active EE | $13,101 | $5,543+136.3% | $4,797+173.1% | $5,287+147.8% |
| Admin fee / account holder | $11,747 | $10,846+8.3% | $8,520+37.9% | $10,132+15.9% |