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 | $80,194 | $90,503-11.4% | $78,689+1.9% | $273,961-70.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.90% | 75.60%-70.7pp | 62.18%-57.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,734 | $3,176-45.4% | $2,851-39.2% | $4,869-64.4% |
| Participant deferral / active EE | $4,618 | $3,901+18.4% | $3,517+31.3% | $5,287-12.6% |
| Admin fee / account holder | $1,316 | $5,263-75.0% | $4,510-70.8% | $10,132-87.0% |