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 | $87,333 | $135,952-35.8% | $123,892-29.5% | $273,961-68.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $27,001 | $5,170+422.3% | $4,617+484.8% | $4,869+454.6% |
| Participant deferral / active EE | $10,656 | $6,343+68.0% | $5,984+78.1% | $5,287+101.5% |
| Admin fee / account holder | $907 | $9,817-90.8% | $8,357-89.1% | $10,132-91.0% |