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 | $102,618 | $153,772-33.3% | $133,980-23.4% | $273,961-62.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 26.04% | 36.51%-10.5pp | 29.30%-3.3pp | 41.45%-15.4pp |
| Employer contribution / active EE | $1,681 | $6,029-72.1% | $5,211-67.7% | $4,869-65.5% |
| Participant deferral / active EE | $9,000 | $6,958+29.3% | $6,282+43.3% | $5,287+70.2% |
| Admin fee / account holder | $387 | $11,765-96.7% | $9,324-95.8% | $10,132-96.2% |