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 | $149,512 | $215,361-30.6% | $171,082-12.6% | $273,961-45.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.76% | 25.14%-20.4pp | 32.56%-27.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,593 | $4,967-47.8% | $4,002-35.2% | $4,869-46.7% |
| Participant deferral / active EE | $7,551 | $5,543+36.2% | $4,797+57.4% | $5,287+42.8% |
| Admin fee / account holder | $1,719 | $10,846-84.1% | $8,520-79.8% | $10,132-83.0% |