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 | $41,274 | $181,894-77.3% | $156,549-73.6% | $273,961-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.75% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,586 | $6,248-74.6% | $5,501-71.2% | $4,869-67.4% |
| Participant deferral / active EE | $4,395 | $5,550-20.8% | $4,871-9.8% | $5,287-16.9% |
| Admin fee / account holder | $4,422 | $15,559-71.6% | $13,027-66.1% | $10,132-56.4% |