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 | $54,465 | $181,894-70.1% | $156,549-65.2% | $273,961-80.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.47% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $3,297 | $6,248-47.2% | $5,501-40.1% | $4,869-32.3% |
| Participant deferral / active EE | $6,154 | $5,550+10.9% | $4,871+26.3% | $5,287+16.4% |
| Admin fee / account holder | $74,730 | $15,559+380.3% | $13,027+473.6% | $10,132+637.6% |