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 | $62,008 | $181,894-65.9% | $156,549-60.4% | $273,961-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.09% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,646 | $6,248+38.4% | $5,501+57.2% | $4,869+77.6% |
| Participant deferral / active EE | $7,163 | $5,550+29.1% | $4,871+47.0% | $5,287+35.5% |
| Admin fee / account holder | $757 | $15,559-95.1% | $13,027-94.2% | $10,132-92.5% |