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 | $47,079 | $153,772-69.4% | $133,980-64.9% | $273,961-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.01% | 36.51%-24.5pp | 29.30%-17.3pp | 41.45%-29.4pp |
| Employer contribution / active EE | $5,862 | $6,029-2.8% | $5,211+12.5% | $4,869+20.4% |
| Participant deferral / active EE | $4,768 | $6,958-31.5% | $6,282-24.1% | $5,287-9.8% |
| Admin fee / account holder | $1,362 | $11,765-88.4% | $9,324-85.4% | $10,132-86.6% |