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 | $47,072 | $132,239-64.4% | $105,722-55.5% | $273,961-82.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.56% | 10.07%-1.5pp | 12.25%-3.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,914 | $4,867-40.1% | $4,079-28.6% | $4,869-40.1% |
| Participant deferral / active EE | $8,045 | $6,233+29.1% | $5,326+51.1% | $5,287+52.2% |
| Admin fee / account holder | $1,861 | $12,032-84.5% | $8,308-77.6% | $10,132-81.6% |