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 | $32,721 | $215,361-84.8% | $171,082-80.9% | $273,961-88.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.49% | 25.14%-19.6pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,483 | $4,967-70.1% | $4,002-62.9% | $4,869-69.5% |
| Participant deferral / active EE | $2,010 | $5,543-63.7% | $4,797-58.1% | $5,287-62.0% |
| Admin fee / account holder | $842 | $10,846-92.2% | $8,520-90.1% | $10,132-91.7% |