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 | $65,823 | $135,952-51.6% | $123,892-46.9% | $273,961-76.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.10% | 56.63%-39.5pp | 47.52%-30.4pp | 41.45%-24.4pp |
| Employer contribution / active EE | $1,388 | $5,170-73.2% | $4,617-69.9% | $4,869-71.5% |
| Participant deferral / active EE | $3,944 | $6,343-37.8% | $5,984-34.1% | $5,287-25.4% |
| Admin fee / account holder | $3,056 | $9,817-68.9% | $8,357-63.4% | $10,132-69.8% |