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 | $37,096 | $135,952-72.7% | $123,892-70.1% | $273,961-86.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.94% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,082 | $5,170-59.7% | $4,617-54.9% | $4,869-57.2% |
| Participant deferral / active EE | $5,126 | $6,343-19.2% | $5,984-14.3% | $5,287-3.0% |
| Admin fee / account holder | $369 | $9,817-96.2% | $8,357-95.6% | $10,132-96.4% |