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 | $41,743 | $135,952-69.3% | $123,892-66.3% | $273,961-84.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.56% | 56.63%-44.1pp | 47.52%-35.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $2,777 | $5,170-46.3% | $4,617-39.9% | $4,869-43.0% |
| Participant deferral / active EE | $6,812 | $6,343+7.4% | $5,984+13.8% | $5,287+28.8% |
| Admin fee / account holder | $7,751 | $9,817-21.0% | $8,357-7.2% | $10,132-23.5% |