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 | $55,460 | $181,894-69.5% | $156,549-64.6% | $273,961-79.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.51% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,693 | $6,248-56.9% | $5,501-51.0% | $4,869-44.7% |
| Participant deferral / active EE | $2,083 | $5,550-62.5% | $4,871-57.2% | $5,287-60.6% |
| Admin fee / account holder | $25,286 | $15,559+62.5% | $13,027+94.1% | $10,132+149.6% |