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 | $68,766 | $181,894-62.2% | $156,549-56.1% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.39% | 30.74%-20.4pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,551 | $6,248-75.2% | $5,501-71.8% | $4,869-68.1% |
| Participant deferral / active EE | $3,739 | $5,550-32.6% | $4,871-23.2% | $5,287-29.3% |
| Admin fee / account holder | $2,621 | $15,559-83.2% | $13,027-79.9% | $10,132-74.1% |