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 | $28,089 | $135,952-79.3% | $123,892-77.3% | $273,961-89.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.96% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,167 | $5,170-58.1% | $4,617-53.1% | $4,869-55.5% |
| Participant deferral / active EE | $3,787 | $6,343-40.3% | $5,984-36.7% | $5,287-28.4% |
| Admin fee / account holder | $2,308 | $9,817-76.5% | $8,357-72.4% | $10,132-77.2% |