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 | $24,537 | $135,952-82.0% | $123,892-80.2% | $273,961-91.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 40.26% | 56.63%-16.4pp | 47.52%-7.3pp | 41.45%-1.2pp |
| Employer contribution / active EE | $2,779 | $5,170-46.2% | $4,617-39.8% | $4,869-42.9% |
| Participant deferral / active EE | $6,601 | $6,343+4.1% | $5,984+10.3% | $5,287+24.9% |
| Admin fee / account holder | $333 | $9,817-96.6% | $8,357-96.0% | $10,132-96.7% |