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 | $45,662 | $181,894-74.9% | $156,549-70.8% | $273,961-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.35% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,086 | $6,248-50.6% | $5,501-43.9% | $4,869-36.6% |
| Participant deferral / active EE | $2,259 | $5,550-59.3% | $4,871-53.6% | $5,287-57.3% |
| Admin fee / account holder | $5,485 | $15,559-64.7% | $13,027-57.9% | $10,132-45.9% |