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 | $27,051 | $135,952-80.1% | $123,892-78.2% | $273,961-90.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 69.04% | 56.63%+12.4pp | 47.52%+21.5pp | 41.45%+27.6pp |
| Employer contribution / active EE | $2,528 | $5,170-51.1% | $4,617-45.2% | $4,869-48.1% |
| Participant deferral / active EE | $5,243 | $6,343-17.3% | $5,984-12.4% | $5,287-0.8% |
| Admin fee / account holder | $14,233 | $9,817+45.0% | $8,357+70.3% | $10,132+40.5% |