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 | $28,410 | $135,952-79.1% | $123,892-77.1% | $273,961-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.29% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,614 | $5,170-49.4% | $4,617-43.4% | $4,869-46.3% |
| Participant deferral / active EE | $7,469 | $6,343+17.8% | $5,984+24.8% | $5,287+41.3% |
| Admin fee / account holder | $4,980 | $9,817-49.3% | $8,357-40.4% | $10,132-50.9% |