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 | $66,563 | $153,772-56.7% | $133,980-50.3% | $273,961-75.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.41% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,068 | $6,029-49.1% | $5,211-41.1% | $4,869-37.0% |
| Participant deferral / active EE | $6,921 | $6,958-0.5% | $6,282+10.2% | $5,287+30.9% |
| Admin fee / account holder | $14,131 | $11,765+20.1% | $9,324+51.5% | $10,132+39.5% |