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 | $96,231 | $153,772-37.4% | $133,980-28.2% | $273,961-64.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.48% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,069 | $6,029-49.1% | $5,211-41.1% | $4,869-37.0% |
| Participant deferral / active EE | $9,530 | $6,958+37.0% | $6,282+51.7% | $5,287+80.2% |
| Admin fee / account holder | $2,764 | $11,765-76.5% | $9,324-70.4% | $10,132-72.7% |