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 | $108,189 | $181,894-40.5% | $156,549-30.9% | $273,961-60.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.45% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,717 | $6,248-72.5% | $5,501-68.8% | $4,869-64.7% |
| Participant deferral / active EE | $3,436 | $5,550-38.1% | $4,871-29.5% | $5,287-35.0% |
| Admin fee / account holder | $1,701 | $15,559-89.1% | $13,027-86.9% | $10,132-83.2% |