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 | $40,320 | $153,772-73.8% | $133,980-69.9% | $273,961-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.30% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $8,456 | $6,029+40.3% | $5,211+62.3% | $4,869+73.7% |
| Participant deferral / active EE | $6,560 | $6,958-5.7% | $6,282+4.4% | $5,287+24.1% |
| Admin fee / account holder | $1,711 | $11,765-85.5% | $9,324-81.6% | $10,132-83.1% |