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 | $55,760 | $181,894-69.3% | $156,549-64.4% | $273,961-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.75% | 30.74%-21.0pp | 32.23%-22.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,554 | $6,248-59.1% | $5,501-53.6% | $4,869-47.5% |
| Participant deferral / active EE | $8,542 | $5,550+53.9% | $4,871+75.4% | $5,287+61.6% |
| Admin fee / account holder | $3,209 | $15,559-79.4% | $13,027-75.4% | $10,132-68.3% |