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 | $38,140 | $135,952-71.9% | $123,892-69.2% | $273,961-86.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.67% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,260 | $5,170-75.6% | $4,617-72.7% | $4,869-74.1% |
| Participant deferral / active EE | $3,202 | $6,343-49.5% | $5,984-46.5% | $5,287-39.4% |
| Admin fee / account holder | $1,953 | $9,817-80.1% | $8,357-76.6% | $10,132-80.7% |