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 | $119,554 | $181,894-34.3% | $156,549-23.6% | $273,961-56.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.76% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,852 | $6,248-6.3% | $5,501+6.4% | $4,869+20.2% |
| Participant deferral / active EE | $6,726 | $5,550+21.2% | $4,871+38.1% | $5,287+27.2% |
| Admin fee / account holder | $3,122 | $15,559-79.9% | $13,027-76.0% | $10,132-69.2% |