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 | $58,424 | $135,952-57.0% | $123,892-52.8% | $273,961-78.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.68% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,087 | $5,170-40.3% | $4,617-33.1% | $4,869-36.6% |
| Participant deferral / active EE | $3,866 | $6,343-39.0% | $5,984-35.4% | $5,287-26.9% |
| Admin fee / account holder | $609 | $9,817-93.8% | $8,357-92.7% | $10,132-94.0% |