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 | $93,523 | $215,361-56.6% | $171,082-45.3% | $273,961-65.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.99% | 25.14%-12.1pp | 32.56%-19.6pp | 41.45%-28.5pp |
| Employer contribution / active EE | $2,579 | $4,967-48.1% | $4,002-35.6% | $4,869-47.0% |
| Participant deferral / active EE | $9,387 | $5,543+69.3% | $4,797+95.7% | $5,287+77.5% |
| Admin fee / account holder | $548 | $10,846-94.9% | $8,520-93.6% | $10,132-94.6% |