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 | $75,064 | $181,894-58.7% | $156,549-52.1% | $273,961-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,976 | $6,248-68.4% | $5,501-64.1% | $4,869-59.4% |
| Participant deferral / active EE | $3,599 | $5,550-35.2% | $4,871-26.1% | $5,287-31.9% |
| Admin fee / account holder | $23,163 | $15,559+48.9% | $13,027+77.8% | $10,132+128.6% |