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 | $29,281 | $135,952-78.5% | $123,892-76.4% | $273,961-89.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.77% | 56.63%-43.9pp | 47.52%-34.8pp | 41.45%-28.7pp |
| Employer contribution / active EE | $3,647 | $5,170-29.4% | $4,617-21.0% | $4,869-25.1% |
| Participant deferral / active EE | $6,689 | $6,343+5.5% | $5,984+11.8% | $5,287+26.5% |
| Admin fee / account holder | $455 | $9,817-95.4% | $8,357-94.6% | $10,132-95.5% |