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 | $152,692 | $181,894-16.1% | $156,549-2.5% | $273,961-44.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.50% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $15,120 | $6,248+142.0% | $5,501+174.9% | $4,869+210.6% |
| Participant deferral / active EE | $10,805 | $5,550+94.7% | $4,871+121.8% | $5,287+104.4% |
| Admin fee / account holder | $426 | $15,559-97.3% | $13,027-96.7% | $10,132-95.8% |