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 | $98,124 | $181,894-46.1% | $156,549-37.3% | $273,961-64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.57% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,339 | $6,248-30.6% | $5,501-21.1% | $4,869-10.9% |
| Participant deferral / active EE | $14,092 | $5,550+153.9% | $4,871+189.3% | $5,287+166.5% |
| Admin fee / account holder | $4,617 | $15,559-70.3% | $13,027-64.6% | $10,132-54.4% |