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 | $66,419 | $181,894-63.5% | $156,549-57.6% | $273,961-75.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.34% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $10,650 | $6,248+70.5% | $5,501+93.6% | $4,869+118.8% |
| Participant deferral / active EE | $8,686 | $5,550+56.5% | $4,871+78.3% | $5,287+64.3% |
| Admin fee / account holder | $398 | $15,559-97.4% | $13,027-96.9% | $10,132-96.1% |