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 | $67,695 | $181,894-62.8% | $156,549-56.8% | $273,961-75.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.16% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,914 | $6,248-69.4% | $5,501-65.2% | $4,869-60.7% |
| Participant deferral / active EE | $6,680 | $5,550+20.4% | $4,871+37.1% | $5,287+26.3% |
| Admin fee / account holder | $614 | $15,559-96.1% | $13,027-95.3% | $10,132-93.9% |