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 | $95,468 | $135,952-29.8% | $123,892-22.9% | $273,961-65.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.58% | 56.63%-44.1pp | 47.52%-34.9pp | 41.45%-28.9pp |
| Employer contribution / active EE | $2,260 | $5,170-56.3% | $4,617-51.0% | $4,869-53.6% |
| Participant deferral / active EE | $14,074 | $6,343+121.9% | $5,984+135.2% | $5,287+166.2% |
| Admin fee / account holder | $32,711 | $9,817+233.2% | $8,357+291.4% | $10,132+222.8% |