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 | $118,451 | $181,894-34.9% | $156,549-24.3% | $273,961-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,488 | $6,248-60.2% | $5,501-54.8% | $4,869-48.9% |
| Participant deferral / active EE | $6,991 | $5,550+26.0% | $4,871+43.5% | $5,287+32.2% |
| Admin fee / account holder | $13,867 | $15,559-10.9% | $13,027+6.4% | $10,132+36.9% |