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 | $133,189 | $153,772-13.4% | $133,980-0.6% | $273,961-51.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.50% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,730 | $6,029-71.3% | $5,211-66.8% | $4,869-64.5% |
| Participant deferral / active EE | $4,776 | $6,958-31.4% | $6,282-24.0% | $5,287-9.7% |
| Admin fee / account holder | $1,529 | $11,765-87.0% | $9,324-83.6% | $10,132-84.9% |