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 | $63,770 | $135,952-53.1% | $123,892-48.5% | $273,961-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.43% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,322 | $5,170-55.1% | $4,617-49.7% | $4,869-52.3% |
| Participant deferral / active EE | $6,819 | $6,343+7.5% | $5,984+13.9% | $5,287+29.0% |
| Admin fee / account holder | $2,443 | $9,817-75.1% | $8,357-70.8% | $10,132-75.9% |