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 | $56,625 | $181,894-68.9% | $156,549-63.8% | $273,961-79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.86% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $4,535 | $6,248-27.4% | $5,501-17.6% | $4,869-6.8% |
| Participant deferral / active EE | $9,100 | $5,550+64.0% | $4,871+86.8% | $5,287+72.1% |
| Admin fee / account holder | $1,007 | $15,559-93.5% | $13,027-92.3% | $10,132-90.1% |