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 | $66,369 | $135,952-51.2% | $123,892-46.4% | $273,961-75.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.40% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,575 | $5,170-50.2% | $4,617-44.2% | $4,869-47.1% |
| Participant deferral / active EE | $5,125 | $6,343-19.2% | $5,984-14.4% | $5,287-3.1% |
| Admin fee / account holder | $23,723 | $9,817+141.6% | $8,357+183.9% | $10,132+134.1% |