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 | $125,288 | $153,772-18.5% | $133,980-6.5% | $273,961-54.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.99% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,381 | $6,029-60.5% | $5,211-54.3% | $4,869-51.1% |
| Participant deferral / active EE | $8,535 | $6,958+22.7% | $6,282+35.9% | $5,287+61.4% |
| Admin fee / account holder | $15,985 | $11,765+35.9% | $9,324+71.4% | $10,132+57.8% |