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 | $75,249 | $181,894-58.6% | $156,549-51.9% | $273,961-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,610 | $6,248-10.2% | $5,501+2.0% | $4,869+15.2% |
| Participant deferral / active EE | $5,145 | $5,550-7.3% | $4,871+5.6% | $5,287-2.7% |
| Admin fee / account holder | $1,763 | $15,559-88.7% | $13,027-86.5% | $10,132-82.6% |