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 | $43,730 | $135,952-67.8% | $123,892-64.7% | $273,961-84.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.86% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,258 | $5,170-37.0% | $4,617-29.4% | $4,869-33.1% |
| Participant deferral / active EE | $6,710 | $6,343+5.8% | $5,984+12.1% | $5,287+26.9% |
| Admin fee / account holder | $8,179 | $9,817-16.7% | $8,357-2.1% | $10,132-19.3% |