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 | $95,122 | $153,772-38.1% | $133,980-29.0% | $273,961-65.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.58% | 36.51%-21.9pp | 29.30%-14.7pp | 41.45%-26.9pp |
| Employer contribution / active EE | $7,332 | $6,029+21.6% | $5,211+40.7% | $4,869+50.6% |
| Participant deferral / active EE | $5,345 | $6,958-23.2% | $6,282-14.9% | $5,287+1.1% |
| Admin fee / account holder | $520 | $11,765-95.6% | $9,324-94.4% | $10,132-94.9% |