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 | $99,574 | $181,894-45.3% | $156,549-36.4% | $273,961-63.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.37% | 30.74%-27.4pp | 32.23%-28.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,781 | $6,248-71.5% | $5,501-67.6% | $4,869-63.4% |
| Participant deferral / active EE | $3,825 | $5,550-31.1% | $4,871-21.5% | $5,287-27.7% |
| Admin fee / account holder | $700 | $15,559-95.5% | $13,027-94.6% | $10,132-93.1% |