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 | $67,080 | $181,894-63.1% | $156,549-57.2% | $273,961-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.81% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $7,913 | $6,248+26.6% | $5,501+43.8% | $4,869+62.5% |
| Participant deferral / active EE | $3,957 | $5,550-28.7% | $4,871-18.8% | $5,287-25.2% |
| Admin fee / account holder | $1,191 | $15,559-92.3% | $13,027-90.9% | $10,132-88.2% |