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 | $80,887 | $81,460-0.7% | $103,333-21.7% | $80,8560% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.81% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,215 | $3,105-60.9% | $3,868-68.6% | $2,755-55.9% |
| Participant deferral / active EE | $2,601 | $3,869-32.8% | $5,057-48.6% | $4,296-39.5% |
| Admin fee / account holder | $7,738 | $6,566+17.8% | $8,355-7.4% | $6,918+11.9% |