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 | $45,404 | $181,894-75.0% | $156,549-71.0% | $273,961-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.29% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $14,455 | $6,248+131.4% | $5,501+162.8% | $4,869+196.9% |
| Participant deferral / active EE | $13,170 | $5,550+137.3% | $4,871+170.4% | $5,287+149.1% |
| Admin fee / account holder | $2,586 | $15,559-83.4% | $13,027-80.1% | $10,132-74.5% |