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 | $37,892 | $181,894-79.2% | $156,549-75.8% | $273,961-86.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.73% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,913 | $6,248-69.4% | $5,501-65.2% | $4,869-60.7% |
| Participant deferral / active EE | $3,094 | $5,550-44.3% | $4,871-36.5% | $5,287-41.5% |
| Admin fee / account holder | $7,231 | $15,559-53.5% | $13,027-44.5% | $10,132-28.6% |