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 | $118,028 | $181,894-35.1% | $156,549-24.6% | $273,961-56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.61% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $8,359 | $6,248+33.8% | $5,501+51.9% | $4,869+71.7% |
| Participant deferral / active EE | $6,739 | $5,550+21.4% | $4,871+38.3% | $5,287+27.5% |
| Admin fee / account holder | $5,914 | $15,559-62.0% | $13,027-54.6% | $10,132-41.6% |