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 | $100,819 | $181,894-44.6% | $156,549-35.6% | $273,961-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.28% | 30.74%-17.5pp | 32.23%-18.9pp | 41.45%-28.2pp |
| Employer contribution / active EE | $2,478 | $6,248-60.3% | $5,501-55.0% | $4,869-49.1% |
| Participant deferral / active EE | $4,763 | $5,550-14.2% | $4,871-2.2% | $5,287-9.9% |
| Admin fee / account holder | $6,509 | $15,559-58.2% | $13,027-50.0% | $10,132-35.8% |