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 | $46,410 | $153,311-69.7% | $109,313-57.5% | $273,961-83.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.74% | 29.86%-23.1pp | 22.07%-15.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,041 | $5,619-63.7% | $3,892-47.6% | $4,869-58.1% |
| Participant deferral / active EE | $6,113 | $3,932+55.5% | $3,166+93.1% | $5,287+15.6% |
| Admin fee / account holder | $3,784 | $8,076-53.1% | $5,666-33.2% | $10,132-62.7% |