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 | $60,838 | $181,894-66.6% | $156,549-61.1% | $273,961-77.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.88% | 30.74%-24.9pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,493 | $6,248-44.1% | $5,501-36.5% | $4,869-28.2% |
| Participant deferral / active EE | $6,304 | $5,550+13.6% | $4,871+29.4% | $5,287+19.2% |
| Admin fee / account holder | $3,853 | $15,559-75.2% | $13,027-70.4% | $10,132-62.0% |