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 | $91,854 | $181,894-49.5% | $156,549-41.3% | $273,961-66.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.78% | 30.74%-23.0pp | 32.23%-24.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $9,822 | $6,248+57.2% | $5,501+78.5% | $4,869+101.7% |
| Participant deferral / active EE | $8,712 | $5,550+57.0% | $4,871+78.9% | $5,287+64.8% |
| Admin fee / account holder | $2,411 | $15,559-84.5% | $13,027-81.5% | $10,132-76.2% |