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 | $86,721 | $181,894-52.3% | $156,549-44.6% | $273,961-68.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.53% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,287 | $6,248-63.4% | $5,501-58.4% | $4,869-53.0% |
| Participant deferral / active EE | $8,033 | $5,550+44.7% | $4,871+64.9% | $5,287+51.9% |
| Admin fee / account holder | $37,123 | $15,559+138.6% | $13,027+185.0% | $10,132+266.4% |