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 | $64,238 | $135,952-52.7% | $123,892-48.2% | $273,961-76.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.43% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,056 | $5,170-79.6% | $4,617-77.1% | $4,869-78.3% |
| Participant deferral / active EE | $6,600 | $6,343+4.1% | $5,984+10.3% | $5,287+24.8% |
| Admin fee / account holder | $12,518 | $9,817+27.5% | $8,357+49.8% | $10,132+23.5% |