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 | $74,810 | $153,772-51.3% | $133,980-44.2% | $273,961-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.70% | 36.51%-30.8pp | 29.30%-23.6pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,907 | $6,029-35.2% | $5,211-25.0% | $4,869-19.8% |
| Participant deferral / active EE | $3,951 | $6,958-43.2% | $6,282-37.1% | $5,287-25.3% |
| Admin fee / account holder | $3,152 | $11,765-73.2% | $9,324-66.2% | $10,132-68.9% |