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 | $65,555 | $181,894-64.0% | $156,549-58.1% | $273,961-76.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.57% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $5,015 | $6,248-19.7% | $5,501-8.8% | $4,869+3.0% |
| Participant deferral / active EE | $4,802 | $5,550-13.5% | $4,871-1.4% | $5,287-9.2% |
| Admin fee / account holder | $6,192 | $15,559-60.2% | $13,027-52.5% | $10,132-38.9% |