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 | $107,976 | $181,894-40.6% | $156,549-31.0% | $273,961-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.53% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,142 | $6,248-65.7% | $5,501-61.1% | $4,869-56.0% |
| Participant deferral / active EE | $3,451 | $5,550-37.8% | $4,871-29.2% | $5,287-34.7% |
| Admin fee / account holder | $4,717 | $15,559-69.7% | $13,027-63.8% | $10,132-53.4% |