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 | $94,881 | $181,894-47.8% | $156,549-39.4% | $273,961-65.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.86% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,947 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $3,544 | $5,550-36.1% | $4,871-27.2% | $5,287-33.0% |
| Admin fee / account holder | $13,724 | $15,559-11.8% | $13,027+5.3% | $10,132+35.5% |