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 | $39,925 | $181,894-78.1% | $156,549-74.5% | $273,961-85.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.09% | 30.74%-21.7pp | 32.23%-23.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,922 | $6,248-53.2% | $5,501-46.9% | $4,869-40.0% |
| Participant deferral / active EE | $2,076 | $5,550-62.6% | $4,871-57.4% | $5,287-60.7% |
| Admin fee / account holder | $6,723 | $15,559-56.8% | $13,027-48.4% | $10,132-33.6% |