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 | $81,987 | $153,772-46.7% | $133,980-38.8% | $273,961-70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.27% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,847 | $6,029-19.6% | $5,211-7.0% | $4,869-0.4% |
| Participant deferral / active EE | $3,201 | $6,958-54.0% | $6,282-49.0% | $5,287-39.4% |
| Admin fee / account holder | $5,065 | $11,765-56.9% | $9,324-45.7% | $10,132-50.0% |