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 | $26,788 | $135,952-80.3% | $123,892-78.4% | $273,961-90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.42% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $2,982 | $5,170-42.3% | $4,617-35.4% | $4,869-38.8% |
| Participant deferral / active EE | $6,236 | $6,343-1.7% | $5,984+4.2% | $5,287+17.9% |
| Admin fee / account holder | $407 | $9,817-95.9% | $8,357-95.1% | $10,132-96.0% |