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 | $42,961 | $105,630-59.3% | $87,507-50.9% | $273,961-84.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.15% | 12.25%-5.1pp | 12.21%-5.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,071 | $3,141-34.1% | $2,550-18.8% | $4,869-57.5% |
| Participant deferral / active EE | $6,795 | $3,601+88.7% | $3,149+115.8% | $5,287+28.5% |
| Admin fee / account holder | $1,752 | $4,781-63.4% | $4,221-58.5% | $10,132-82.7% |