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 | $94,161 | $135,952-30.7% | $123,892-24.0% | $273,961-65.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.89% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $3,727 | $5,170-27.9% | $4,617-19.3% | $4,869-23.4% |
| Participant deferral / active EE | $8,294 | $6,343+30.8% | $5,984+38.6% | $5,287+56.9% |
| Admin fee / account holder | $727 | $9,817-92.6% | $8,357-91.3% | $10,132-92.8% |