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 | $103,919 | $181,894-42.9% | $156,549-33.6% | $273,961-62.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.37% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,945 | $6,248-36.9% | $5,501-28.3% | $4,869-19.0% |
| Participant deferral / active EE | $6,879 | $5,550+23.9% | $4,871+41.2% | $5,287+30.1% |
| Admin fee / account holder | $566 | $15,559-96.4% | $13,027-95.7% | $10,132-94.4% |