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 | $35,511 | $181,894-80.5% | $156,549-77.3% | $273,961-87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.16% | 30.74%-14.6pp | 32.23%-16.1pp | 41.45%-25.3pp |
| Employer contribution / active EE | $4,549 | $6,248-27.2% | $5,501-17.3% | $4,869-6.6% |
| Participant deferral / active EE | $24,165 | $5,550+335.4% | $4,871+396.1% | $5,287+357.1% |
| Admin fee / account holder | $2,877 | $15,559-81.5% | $13,027-77.9% | $10,132-71.6% |