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 | $63,386 | $181,894-65.2% | $156,549-59.5% | $273,961-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.65% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $5,290 | $6,248-15.3% | $5,501-3.8% | $4,869+8.7% |
| Participant deferral / active EE | $3,202 | $5,550-42.3% | $4,871-34.3% | $5,287-39.4% |
| Admin fee / account holder | $5,117 | $15,559-67.1% | $13,027-60.7% | $10,132-49.5% |