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 | $89,670 | $181,894-50.7% | $156,549-42.7% | $273,961-67.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.67% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $8,227 | $6,248+31.7% | $5,501+49.5% | $4,869+69.0% |
| Participant deferral / active EE | $9,294 | $5,550+67.5% | $4,871+90.8% | $5,287+75.8% |
| Admin fee / account holder | $4,438 | $15,559-71.5% | $13,027-65.9% | $10,132-56.2% |