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 | $146,448 | $215,361-32.0% | $171,082-14.4% | $273,961-46.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.84% | 25.14%-18.3pp | 32.56%-25.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,839 | $4,967-63.0% | $4,002-54.1% | $4,869-62.2% |
| Participant deferral / active EE | $4,380 | $5,543-21.0% | $4,797-8.7% | $5,287-17.2% |
| Admin fee / account holder | $421 | $10,846-96.1% | $8,520-95.1% | $10,132-95.8% |