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 | $66,020 | $153,772-57.1% | $133,980-50.7% | $273,961-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.59% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,106 | $6,029-31.9% | $5,211-21.2% | $4,869-15.7% |
| Participant deferral / active EE | $6,220 | $6,958-10.6% | $6,282-1.0% | $5,287+17.6% |
| Admin fee / account holder | $539 | $11,765-95.4% | $9,324-94.2% | $10,132-94.7% |