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 | $100,865 | $181,894-44.5% | $156,549-35.6% | $273,961-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.67% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,404 | $6,248-77.5% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $4,839 | $5,550-12.8% | $4,871-0.7% | $5,287-8.5% |
| Admin fee / account holder | $1,366 | $15,559-91.2% | $13,027-89.5% | $10,132-86.5% |