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 | $129,782 | $181,894-28.6% | $156,549-17.1% | $273,961-52.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.02% | 30.74%-18.7pp | 32.23%-20.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $3,590 | $6,248-42.5% | $5,501-34.7% | $4,869-26.3% |
| Participant deferral / active EE | $9,260 | $5,550+66.8% | $4,871+90.1% | $5,287+75.1% |
| Admin fee / account holder | $2,766 | $15,559-82.2% | $13,027-78.8% | $10,132-72.7% |