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 | $105,437 | $181,894-42.0% | $156,549-32.6% | $273,961-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.75% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,151 | $6,248-65.6% | $5,501-60.9% | $4,869-55.8% |
| Participant deferral / active EE | $5,676 | $5,550+2.3% | $4,871+16.5% | $5,287+7.4% |
| Admin fee / account holder | $4,848 | $15,559-68.8% | $13,027-62.8% | $10,132-52.2% |