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 | $48,509 | $153,772-68.5% | $133,980-63.8% | $273,961-82.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.45% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $7,794 | $6,029+29.3% | $5,211+49.6% | $4,869+60.1% |
| Participant deferral / active EE | $11,706 | $6,958+68.2% | $6,282+86.3% | $5,287+121.4% |
| Admin fee / account holder | $1,198 | $11,765-89.8% | $9,324-87.2% | $10,132-88.2% |