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 | $127,575 | $153,772-17.0% | $133,980-4.8% | $273,961-53.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.02% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,672 | $6,029-55.7% | $5,211-48.7% | $4,869-45.1% |
| Participant deferral / active EE | $3,724 | $6,958-46.5% | $6,282-40.7% | $5,287-29.6% |
| Admin fee / account holder | $1,901 | $11,765-83.8% | $9,324-79.6% | $10,132-81.2% |