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 | $79,024 | $153,772-48.6% | $133,980-41.0% | $273,961-71.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.54% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,171 | $6,029-30.8% | $5,211-20.0% | $4,869-14.3% |
| Participant deferral / active EE | $10,660 | $6,958+53.2% | $6,282+69.7% | $5,287+101.6% |
| Admin fee / account holder | $5,519 | $11,765-53.1% | $9,324-40.8% | $10,132-45.5% |