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 | $43,482 | $181,894-76.1% | $156,549-72.2% | $273,961-84.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.70% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,082 | $6,248-50.7% | $5,501-44.0% | $4,869-36.7% |
| Participant deferral / active EE | $7,193 | $5,550+29.6% | $4,871+47.7% | $5,287+36.1% |
| Admin fee / account holder | $2,314 | $15,559-85.1% | $13,027-82.2% | $10,132-77.2% |