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 | $103,643 | $135,952-23.8% | $123,892-16.3% | $273,961-62.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,881 | $5,170-24.9% | $4,617-15.9% | $4,869-20.3% |
| Participant deferral / active EE | $10,836 | $6,343+70.8% | $5,984+81.1% | $5,287+104.9% |
| Admin fee / account holder | $976 | $9,817-90.1% | $8,357-88.3% | $10,132-90.4% |