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 | $47,602 | $153,772-69.0% | $133,980-64.5% | $273,961-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.50% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $8,615 | $6,029+42.9% | $5,211+65.3% | $4,869+76.9% |
| Participant deferral / active EE | $10,868 | $6,958+56.2% | $6,282+73.0% | $5,287+105.5% |
| Admin fee / account holder | $84,324 | $11,765+616.8% | $9,324+804.4% | $10,132+732.3% |