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 | $81,276 | $181,894-55.3% | $156,549-48.1% | $273,961-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.74% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $2,808 | $6,248-55.1% | $5,501-49.0% | $4,869-42.3% |
| Participant deferral / active EE | $14,292 | $5,550+157.5% | $4,871+193.4% | $5,287+170.3% |
| Admin fee / account holder | $612 | $15,559-96.1% | $13,027-95.3% | $10,132-94.0% |