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 | $36,340 | $181,894-80.0% | $156,549-76.8% | $273,961-86.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.98% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $10,024 | $6,248+60.4% | $5,501+82.2% | $4,869+105.9% |
| Participant deferral / active EE | $4,651 | $5,550-16.2% | $4,871-4.5% | $5,287-12.0% |
| Admin fee / account holder | $1,948 | $15,559-87.5% | $13,027-85.0% | $10,132-80.8% |