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 | $40,489 | $181,894-77.7% | $156,549-74.1% | $273,961-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.19% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,423 | $6,248-61.2% | $5,501-56.0% | $4,869-50.2% |
| Participant deferral / active EE | $3,750 | $5,550-32.4% | $4,871-23.0% | $5,287-29.1% |
| Admin fee / account holder | $688 | $15,559-95.6% | $13,027-94.7% | $10,132-93.2% |