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 | $50,924 | $153,772-66.9% | $133,980-62.0% | $273,961-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.05% | 36.51%-29.5pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,340 | $6,029-61.2% | $5,211-55.1% | $4,869-51.9% |
| Participant deferral / active EE | $2,985 | $6,958-57.1% | $6,282-52.5% | $5,287-43.5% |
| Admin fee / account holder | $301 | $11,765-97.4% | $9,324-96.8% | $10,132-97.0% |