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 | $57,716 | $135,952-57.5% | $123,892-53.4% | $273,961-78.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.88% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $3,362 | $5,170-35.0% | $4,617-27.2% | $4,869-30.9% |
| Participant deferral / active EE | $7,279 | $6,343+14.8% | $5,984+21.6% | $5,287+37.7% |
| Admin fee / account holder | $508 | $9,817-94.8% | $8,357-93.9% | $10,132-95.0% |