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 | $125,022 | $181,894-31.3% | $156,549-20.1% | $273,961-54.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.70% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,764 | $6,248-39.8% | $5,501-31.6% | $4,869-22.7% |
| Participant deferral / active EE | $8,799 | $5,550+58.5% | $4,871+80.6% | $5,287+66.4% |
| Admin fee / account holder | $3,756 | $15,559-75.9% | $13,027-71.2% | $10,132-62.9% |