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 | $45,028 | $181,894-75.2% | $156,549-71.2% | $273,961-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.82% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $6,305 | $6,248+0.9% | $5,501+14.6% | $4,869+29.5% |
| Participant deferral / active EE | $4,633 | $5,550-16.5% | $4,871-4.9% | $5,287-12.4% |
| Admin fee / account holder | $6,783 | $15,559-56.4% | $13,027-47.9% | $10,132-33.1% |