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 | $77,649 | $135,952-42.9% | $123,892-37.3% | $273,961-71.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.14% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,265 | $5,170-56.2% | $4,617-50.9% | $4,869-53.5% |
| Participant deferral / active EE | $4,650 | $6,343-26.7% | $5,984-22.3% | $5,287-12.1% |
| Admin fee / account holder | $27,560 | $9,817+180.7% | $8,357+229.8% | $10,132+172.0% |