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 | $127,817 | $181,894-29.7% | $156,549-18.4% | $273,961-53.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.99% | 30.74%-22.8pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,165 | $6,248-49.3% | $5,501-42.5% | $4,869-35.0% |
| Participant deferral / active EE | $4,740 | $5,550-14.6% | $4,871-2.7% | $5,287-10.3% |
| Admin fee / account holder | $19,278 | $15,559+23.9% | $13,027+48.0% | $10,132+90.3% |