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 | $30,649 | $135,952-77.5% | $123,892-75.3% | $273,961-88.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.13% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,718 | $5,170-28.1% | $4,617-19.5% | $4,869-23.6% |
| Participant deferral / active EE | $9,101 | $6,343+43.5% | $5,984+52.1% | $5,287+72.1% |
| Admin fee / account holder | $38,173 | $9,817+288.8% | $8,357+356.8% | $10,132+276.8% |