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 | $119,364 | $181,894-34.4% | $156,549-23.8% | $273,961-56.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.46% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,889 | $6,248-69.8% | $5,501-65.7% | $4,869-61.2% |
| Participant deferral / active EE | $2,758 | $5,550-50.3% | $4,871-43.4% | $5,287-47.8% |
| Admin fee / account holder | $2,133 | $15,559-86.3% | $13,027-83.6% | $10,132-78.9% |