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 | $90,720 | $135,952-33.3% | $123,892-26.8% | $273,961-66.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.30% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,467 | $5,170-71.6% | $4,617-68.2% | $4,869-69.9% |
| Participant deferral / active EE | $6,043 | $6,343-4.7% | $5,984+1.0% | $5,287+14.3% |
| Admin fee / account holder | $1,057 | $9,817-89.2% | $8,357-87.4% | $10,132-89.6% |