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 | $98,276 | $181,894-46.0% | $156,549-37.2% | $273,961-64.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.30% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $8,633 | $6,248+38.2% | $5,501+56.9% | $4,869+77.3% |
| Participant deferral / active EE | $2,538 | $5,550-54.3% | $4,871-47.9% | $5,287-52.0% |
| Admin fee / account holder | $297,626 | $15,559+1812.9% | $13,027+2184.6% | $10,132+2837.5% |