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 | $102,671 | $181,894-43.6% | $156,549-34.4% | $273,961-62.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.52% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,969 | $6,248-68.5% | $5,501-64.2% | $4,869-59.6% |
| Participant deferral / active EE | $5,902 | $5,550+6.3% | $4,871+21.2% | $5,287+11.6% |
| Admin fee / account holder | $9,875 | $15,559-36.5% | $13,027-24.2% | $10,132-2.5% |