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 | $116,635 | $135,952-14.2% | $123,892-5.9% | $273,961-57.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.20% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $13,550 | $5,170+162.1% | $4,617+193.5% | $4,869+178.3% |
| Participant deferral / active EE | $5,148 | $6,343-18.8% | $5,984-14.0% | $5,287-2.6% |
| Admin fee / account holder | $39,464 | $9,817+302.0% | $8,357+372.2% | $10,132+289.5% |