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 | $129,903 | $153,772-15.5% | $133,980-3.0% | $273,961-52.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.00% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,859 | $6,029-52.6% | $5,211-45.1% | $4,869-41.3% |
| Participant deferral / active EE | $6,215 | $6,958-10.7% | $6,282-1.1% | $5,287+17.5% |
| Admin fee / account holder | $700 | $11,765-94.0% | $9,324-92.5% | $10,132-93.1% |