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 | $69,999 | $181,894-61.5% | $156,549-55.3% | $273,961-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,829 | $6,248-6.7% | $5,501+6.0% | $4,869+19.7% |
| Participant deferral / active EE | $7,313 | $5,550+31.8% | $4,871+50.1% | $5,287+38.3% |
| Admin fee / account holder | $1,786 | $15,559-88.5% | $13,027-86.3% | $10,132-82.4% |