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 | $86,198 | $181,894-52.6% | $156,549-44.9% | $273,961-68.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.65% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,947 | $6,248+11.2% | $5,501+26.3% | $4,869+42.7% |
| Participant deferral / active EE | $4,184 | $5,550-24.6% | $4,871-14.1% | $5,287-20.9% |
| Admin fee / account holder | $674 | $15,559-95.7% | $13,027-94.8% | $10,132-93.3% |