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 | $74,228 | $181,894-59.2% | $156,549-52.6% | $273,961-72.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.53% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,103 | $6,248-34.3% | $5,501-25.4% | $4,869-15.7% |
| Participant deferral / active EE | $7,640 | $5,550+37.7% | $4,871+56.9% | $5,287+44.5% |
| Admin fee / account holder | $781 | $15,559-95.0% | $13,027-94.0% | $10,132-92.3% |