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 | $120,918 | $215,361-43.9% | $171,082-29.3% | $273,961-55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.17% | 25.14%-21.0pp | 32.56%-28.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $3,715 | $4,967-25.2% | $4,002-7.2% | $4,869-23.7% |
| Participant deferral / active EE | $13,394 | $5,543+141.6% | $4,797+179.2% | $5,287+153.3% |
| Admin fee / account holder | $7,803 | $10,846-28.1% | $8,520-8.4% | $10,132-23.0% |