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 | $104,341 | $181,894-42.6% | $156,549-33.3% | $273,961-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.34% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,346 | $6,248-62.4% | $5,501-57.3% | $4,869-51.8% |
| Participant deferral / active EE | $8,480 | $5,550+52.8% | $4,871+74.1% | $5,287+60.4% |
| Admin fee / account holder | $5,177 | $15,559-66.7% | $13,027-60.3% | $10,132-48.9% |