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 | $47,825 | $181,894-73.7% | $156,549-69.5% | $273,961-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.88% | 30.74%-24.9pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,395 | $6,248-45.7% | $5,501-38.3% | $4,869-30.3% |
| Participant deferral / active EE | $2,273 | $5,550-59.0% | $4,871-53.3% | $5,287-57.0% |
| Admin fee / account holder | $16,467 | $15,559+5.8% | $13,027+26.4% | $10,132+62.5% |