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 | $133,472 | $181,894-26.6% | $156,549-14.7% | $273,961-51.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $9,678 | $6,248+54.9% | $5,501+75.9% | $4,869+98.8% |
| Participant deferral / active EE | $7,683 | $5,550+38.4% | $4,871+57.7% | $5,287+45.3% |
| Admin fee / account holder | $3,131 | $15,559-79.9% | $13,027-76.0% | $10,132-69.1% |