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 | $35,247 | $181,894-80.6% | $156,549-77.5% | $273,961-87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.16% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,559 | $6,248-27.0% | $5,501-17.1% | $4,869-6.4% |
| Participant deferral / active EE | $5,297 | $5,550-4.6% | $4,871+8.7% | $5,287+0.2% |
| Admin fee / account holder | $16,055 | $15,559+3.2% | $13,027+23.2% | $10,132+58.5% |