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 | $51,597 | $181,894-71.6% | $156,549-67.0% | $273,961-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.16% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,943 | $6,248-68.9% | $5,501-64.7% | $4,869-60.1% |
| Participant deferral / active EE | $3,899 | $5,550-29.8% | $4,871-20.0% | $5,287-26.3% |
| Admin fee / account holder | $773 | $15,559-95.0% | $13,027-94.1% | $10,132-92.4% |