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 | $49,612 | $181,894-72.7% | $156,549-68.3% | $273,961-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.57% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $6,021 | $6,248-3.6% | $5,501+9.5% | $4,869+23.7% |
| Participant deferral / active EE | $3,273 | $5,550-41.0% | $4,871-32.8% | $5,287-38.1% |
| Admin fee / account holder | $2,369 | $15,559-84.8% | $13,027-81.8% | $10,132-76.6% |