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 | $93,360 | $135,952-31.3% | $123,892-24.6% | $273,961-65.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.99% | 56.63%-52.6pp | 47.52%-43.5pp | 41.45%-37.5pp |
| Employer contribution / active EE | $12,000 | $5,170+132.1% | $4,617+159.9% | $4,869+146.5% |
| Participant deferral / active EE | $6,933 | $6,343+9.3% | $5,984+15.9% | $5,287+31.1% |
| Admin fee / account holder | $32,179 | $9,817+227.8% | $8,357+285.1% | $10,132+217.6% |