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 | $68,802 | $153,772-55.3% | $133,980-48.6% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.76% | 36.51%-19.8pp | 29.30%-12.5pp | 41.45%-24.7pp |
| Employer contribution / active EE | $2,081 | $6,029-65.5% | $5,211-60.1% | $4,869-57.3% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.5% |
| Admin fee / account holder | $614 | $11,765-94.8% | $9,324-93.4% | $10,132-93.9% |