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 | $130,863 | $181,894-28.1% | $156,549-16.4% | $273,961-52.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.90% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,658 | $6,248-57.5% | $5,501-51.7% | $4,869-45.4% |
| Participant deferral / active EE | $9,194 | $5,550+65.7% | $4,871+88.7% | $5,287+73.9% |
| Admin fee / account holder | $5,305 | $15,559-65.9% | $13,027-59.3% | $10,132-47.6% |