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 | $58,318 | $181,894-67.9% | $156,549-62.7% | $273,961-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.31% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,824 | $6,248-22.8% | $5,501-12.3% | $4,869-0.9% |
| Participant deferral / active EE | $11,560 | $5,550+108.3% | $4,871+137.3% | $5,287+118.6% |
| Admin fee / account holder | $2,860 | $15,559-81.6% | $13,027-78.0% | $10,132-71.8% |