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 | $28,539 | $132,239-78.4% | $105,722-73.0% | $273,961-89.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.21% | 10.07%-4.9pp | 12.25%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,797 | $4,867-63.1% | $4,079-55.9% | $4,869-63.1% |
| Participant deferral / active EE | $8,840 | $6,233+41.8% | $5,326+66.0% | $5,287+67.2% |
| Admin fee / account holder | $8,461 | $12,032-29.7% | $8,308+1.8% | $10,132-16.5% |