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 | $74,887 | $181,894-58.8% | $156,549-52.2% | $273,961-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.18% | 30.74%-21.6pp | 32.23%-23.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,732 | $6,248-72.3% | $5,501-68.5% | $4,869-64.4% |
| Participant deferral / active EE | $3,727 | $5,550-32.8% | $4,871-23.5% | $5,287-29.5% |
| Admin fee / account holder | $3,846 | $15,559-75.3% | $13,027-70.5% | $10,132-62.0% |