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 | $85,076 | $181,894-53.2% | $156,549-45.7% | $273,961-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.86% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,438 | $6,248-61.0% | $5,501-55.7% | $4,869-49.9% |
| Participant deferral / active EE | $4,328 | $5,550-22.0% | $4,871-11.2% | $5,287-18.1% |
| Admin fee / account holder | $744 | $15,559-95.2% | $13,027-94.3% | $10,132-92.7% |