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 | $35,793 | $135,952-73.7% | $123,892-71.1% | $273,961-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.02% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $1,621 | $5,170-68.6% | $4,617-64.9% | $4,869-66.7% |
| Participant deferral / active EE | $5,190 | $6,343-18.2% | $5,984-13.3% | $5,287-1.8% |
| Admin fee / account holder | $314 | $9,817-96.8% | $8,357-96.2% | $10,132-96.9% |