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 | $33,668 | $132,239-74.5% | $105,722-68.2% | $273,961-87.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.91% | 10.07%-0.2pp | 12.25%-2.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,062 | $4,867-37.1% | $4,079-24.9% | $4,869-37.1% |
| Participant deferral / active EE | $5,778 | $6,233-7.3% | $5,326+8.5% | $5,287+9.3% |
| Admin fee / account holder | $1,300 | $12,032-89.2% | $8,308-84.4% | $10,132-87.2% |