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 | $93,107 | $132,239-29.6% | $105,722-11.9% | $273,961-66.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.14% | 10.07%-1.9pp | 12.25%-4.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,425 | $4,867-29.6% | $4,079-16.0% | $4,869-29.7% |
| Participant deferral / active EE | $7,978 | $6,233+28.0% | $5,326+49.8% | $5,287+50.9% |
| Admin fee / account holder | $823 | $12,032-93.2% | $8,308-90.1% | $10,132-91.9% |