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 | $90,918 | $181,894-50.0% | $156,549-41.9% | $273,961-66.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.37% | 30.74%-27.4pp | 32.23%-28.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,373 | $6,248-62.0% | $5,501-56.9% | $4,869-51.3% |
| Participant deferral / active EE | $6,204 | $5,550+11.8% | $4,871+27.4% | $5,287+17.3% |
| Admin fee / account holder | $1,146 | $15,559-92.6% | $13,027-91.2% | $10,132-88.7% |