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 | $51,469 | $135,952-62.1% | $123,892-58.5% | $273,961-81.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,431 | $5,170+5.1% | $4,617+17.6% | $4,869+11.6% |
| Participant deferral / active EE | $9,755 | $6,343+53.8% | $5,984+63.0% | $5,287+84.5% |
| Admin fee / account holder | $389 | $9,817-96.0% | $8,357-95.3% | $10,132-96.2% |