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 | $89,025 | $135,952-34.5% | $123,892-28.1% | $273,961-67.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.60% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,060 | $5,170-60.2% | $4,617-55.4% | $4,869-57.7% |
| Participant deferral / active EE | $8,533 | $6,343+34.5% | $5,984+42.6% | $5,287+61.4% |
| Admin fee / account holder | $450 | $9,817-95.4% | $8,357-94.6% | $10,132-95.6% |