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 | $100,614 | $153,772-34.6% | $133,980-24.9% | $273,961-63.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.65% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,765 | $6,029-37.6% | $5,211-27.8% | $4,869-22.7% |
| Participant deferral / active EE | $6,922 | $6,958-0.5% | $6,282+10.2% | $5,287+30.9% |
| Admin fee / account holder | $7,223 | $11,765-38.6% | $9,324-22.5% | $10,132-28.7% |